Sharing a dashboard allows you to use a snapshot of it outside the CMMS, such as emailing it to a colleague or including it in a presentation.
When sharing a dashboard, you can either send it a single time, or set up a schedule to share it regularly. You can also share it in a number of formats, to the following destinations:
To learn how to share a dashboard to these destinations, see the corresponding sections below.
To share a dashboard via email:
-
Open the dashboard you want to send. To learn how, see View dashboards.
-
In the actions menu, select Schedule delivery:
Tip
Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.
-
If you've already created a schedule, click New:
If you haven't created any schedules yet, skip to the next step.
-
(Optional) To change the schedule name from the default one provided, enter a new name:
-
In the Recurrence field, select how often you want to share the dashboard:
Option
Description
Send now
Sends the dashboard only once, without creating a recurring schedule.
Monthly
Sends the dashboard on a certain day each month.
When you select this option, you must also select the day of the month and the time to send it.
Weekly
Sends the dashboard on a certain day each week.
When you select this option, you must also select the day of the week and the time of day to send it.
Daily
Sends the dashboard at a certain time each day.
When you select this option, you must also select the time of day to send it.
Hourly
Sends the dashboard after a certain number of hours each day.
When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.
Minutes
Sends the dashboard after a certain number of minutes each hour.
When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.
Specific months
Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.
When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.
Specific days
Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.
When you select this option, you must also select which days of the week and at what time to send it.
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In the Destination drop-down list, select Email.
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In the Email addresses field, enter the addresses you want to send the dashboard to, separated by commas.
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In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.
-
(Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:
-
In the Advanced options tab, configure any additional settings for the format you selected above:
Setting
Description
Applies to
Custom message
The message that will be included in the body of the email.
All
Include links
Select this checkbox to include links back to the CMMS when you send the dashboard.
All
Expand tables to show all rows
If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.
PDF
Arrange dashboard tiles in a single column
Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.
PDF
PNG
Paper size
Select the paper size (letter, legal, etc.) you want to use.
PDF
Delivery timezone
Select the timezone you want to use for sending the dashboard.
All
Results
Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.
CSV
Values
Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.
CSV
-
Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.
To share a dashboard via webhook:
-
Open the dashboard you want to send. To learn how, see View dashboards.
-
In the actions menu, select Schedule delivery:
Tip
Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.
-
If you've already created a schedule, click New:
If you haven't created any schedules yet, skip to the next step.
-
(Optional) To change the schedule name from the default one provided, enter a new name:
-
In the Recurrence field, select how often you want to share the dashboard:
Option
Description
Send now
Sends the dashboard only once, without creating a recurring schedule.
Monthly
Sends the dashboard on a certain day each month.
When you select this option, you must also select the day of the month and the time to send it.
Weekly
Sends the dashboard on a certain day each week.
When you select this option, you must also select the day of the week and the time of day to send it.
Daily
Sends the dashboard at a certain time each day.
When you select this option, you must also select the time of day to send it.
Hourly
Sends the dashboard after a certain number of hours each day.
When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.
Minutes
Sends the dashboard after a certain number of minutes each hour.
When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.
Specific months
Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.
When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.
Specific days
Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.
When you select this option, you must also select which days of the week and at what time to send it.
-
In the Destination drop-down list, select Webhook.
-
In the Webhook URL field, enter the webhook address.
-
In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.
-
(Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:
-
In the Advanced options tab, configure any additional settings for the format you selected above:
Setting
Description
Applies to
Expand tables to show all rows
If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.
PDF
Arrange dashboard tiles in a single column
Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.
PDF
PNG
Paper size
Select the paper size (letter, legal, etc.) you want to use.
PDF
Delivery timezone
Select the timezone you want to send the dashboard using.
All
Results
Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.
CSV
Values
Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.
CSV
-
Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.
To share a dashboard via Amazon S3:
-
Open the dashboard you want to send. To learn how, see View dashboards.
-
In the actions menu, select Schedule delivery:
Tip
Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.
-
If you've already created a schedule, click New:
If you haven't created any schedules yet, skip to the next step.
-
(Optional) To change the schedule name from the default one provided, enter a new name:
-
In the Recurrence field, select how often you want to share the dashboard:
Option
Description
Send now
Sends the dashboard only once, without creating a recurring schedule.
Monthly
Sends the dashboard on a certain day each month.
When you select this option, you must also select the day of the month and the time to send it.
Weekly
Sends the dashboard on a certain day each week.
When you select this option, you must also select the day of the week and the time of day to send it.
Daily
Sends the dashboard at a certain time each day.
When you select this option, you must also select the time of day to send it.
Hourly
Sends the dashboard after a certain number of hours each day.
When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.
Minutes
Sends the dashboard after a certain number of minutes each hour.
When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.
Specific months
Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.
When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.
Specific days
Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.
When you select this option, you must also select which days of the week and at what time to send it.
-
In the Destination drop-down list, select Amazon S3.
-
In the fields provided, enter your Amazon S3 credentials.
-
In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.
-
(Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:
-
In the Advanced options tab, configure any additional settings for the format you selected above:
Setting
Description
Applies to
Expand tables to show all rows
If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.
PDF
Arrange dashboard tiles in a single column
Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.
PDF
PNG
Paper size
Select the paper size (letter, legal, etc.) you want to use.
PDF
Delivery timezone
Select the timezone you want to send the dashboard using.
All
Results
Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.
CSV
Values
Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.
CSV
-
Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.
To share a dashboard via SFTP:
-
Open the dashboard you want to send. To learn how, see View dashboards.
-
In the actions menu, select Schedule delivery:
Tip
Even though the menu item says "schedule delivery", you can still follow these steps to send the dashboard once, rather than on a regular schedule.
-
If you've already created a schedule, click New:
If you haven't created any schedules yet, skip to the next step.
-
(Optional) To change the schedule name from the default one provided, enter a new name:
-
In the Recurrence field, select how often you want to share the dashboard:
Option
Description
Send now
Sends the dashboard only once, without creating a recurring schedule.
Monthly
Sends the dashboard on a certain day each month.
When you select this option, you must also select the day of the month and the time to send it.
Weekly
Sends the dashboard on a certain day each week.
When you select this option, you must also select the day of the week and the time of day to send it.
Daily
Sends the dashboard at a certain time each day.
When you select this option, you must also select the time of day to send it.
Hourly
Sends the dashboard after a certain number of hours each day.
When you select this option, you must also select how often you want to send it during the day (every hour, every 12 hours, etc.) and between which hours.
Minutes
Sends the dashboard after a certain number of minutes each hour.
When you select this option, you must also select how often you want to send it each hour (every 5 minutes, every 30 minutes, etc.) and between which hours.
Specific months
Sends the dashboard on a specific day and time of certain months. For example, you could use this option to send the dashboard on the first day of each fiscal quarter.
When you select this option, you must also select which day of which months you want to send the dashboard, as well as at what time of day.
Specific days
Sends the dashboard at a specific time on multiple days of the week. For example, you could use this option to send the dashboard at 8 AM every Monday, Wednesday, and Friday.
When you select this option, you must also select which days of the week and at what time to send it.
-
In the Destination drop-down list, select SFTP.
-
In the fields provided, enter your SFTP credentials.
-
In the Format drop-down list, select whether you want to send a PDF, CSV zip file, or PNG visualization.
-
(Optional) In the Filters tab, configure the filters you want to apply to the dashboard. For example, you could filter the dashboard to only display data from one site:
-
In the Advanced options tab, configure any additional settings for the format you selected above:
Setting
Description
Applies to
Expand tables to show all rows
If your dashboard includes tables, select this checkbox to show all rows, rather than limiting the rows to what's displayed in the CMMS.
PDF
Arrange dashboard tiles in a single column
Displays all dashboard tiles in a single column, rather than how they're displayed in the CMMS.
PDF
PNG
Paper size
Select the paper size (letter, legal, etc.) you want to use.
PDF
Delivery timezone
Select the timezone you want to send the dashboard using.
All
Results
Select whether you want to apply the visualization options (totals, column labels, etc.) that are applied in the CMMS.
CSV
Values
Select whether you want the data to be formatted (rounding, special characters, etc.) or unformatted.
CSV
-
Depending on whether you're setting up a schedule or just sending the dashboard once, click Save or Send now.