Schedule dashboard export report

This procedure schedules the export of a dashboard report and defines the type of data to export in the schedule.

Note

• Entire dashboards can be exported, or per widget.

• Report data is permissions-based for the user who owns the dashboard export, at their hierarchy and below.

Prerequisites:

• Add a dashboard export. See Dashboard Exports

To add a schedule for a dashboard export report

1. Go to Schedules.

   

2. Click the Plus icon (+) to create a schedule.

   

3. Fill out schedule details:

   • Schedule name (mandatory)

   • Schedule type (mandatory), either single execution or multi execution

     If selecting multi execution as schedule type, define whether to:

     • Use specific executions

     • Use calendar executions: Define schedule execution frequency by calendar month, day, hour, minute, and execution timezone (local)

     • Use timed executions

   • Define whether the schedule is active

   • Define whether to skip execution on activation

   • Add scheduled resources, one or more (mandatory), and provide the following details for each scheduled resource:

     • Action (mandatory): Select Execute

     • Resource type (mandatory): Select the model (for example, data/DashboardExport) to which the schedule will apply

     • Resource attribute (mandatory): Select the resource attribute (for example, name)

     • Resource (mandatory): Select the dashboard export you set up

     • Define whether to perform the action (Execute)

   Note

   Last executed (UTC time) is a read-only field to display the time the schedule was last executed.

4. Save the schedule.

Related topics

• Schedules