Using Dashboard Subscriptions in Gladstone Reporting
Problem
You want to receive Gladstone Reporting Dashboard information by email on a regular schedule without manually opening the Dashboard each time.
Resolution
What is a Dashboard Subscription?
Dashboard Subscriptions allow qualifying Gladstone Reporting Dashboards to be sent automatically to the email address associated with your Cloud Username.
You can configure a Dashboard Subscription to receive reporting content on an available schedule, such as daily, weekly or monthly.
Dashboard Subscriptions provide a snapshot of the Dashboard content by email. To interact with the reporting data or use Drill Down functionality, open the Dashboard directly within Gladstone Reporting.
How do I create a Dashboard Subscription?
To configure a Dashboard Subscription:
- Open the Dashboard you want to receive by email.
- Locate Email Report Settings in the top-right corner of the Dashboard, represented by an envelope icon.
- Change Subscription Off to Subscription On.
- Select the required email report format.
- Configure the required schedule.
Dashboard Subscription emails are sent to the email address associated with your Gladstone Cloud Username.
Which email report formats are available?
Dashboard Subscriptions can provide reporting content using the following formats:
- Embedded in Email — Dashboard Widgets are displayed within the body of the email.
- PDF Attachment — the Dashboard is provided as a PDF attachment.
When using the PDF option, select Edit/View PDF Report where available to configure options such as page size and orientation.
How often can Dashboard Subscription emails be sent?
Available scheduling options include:
- Daily
- Weekly
- Monthly
Select the schedule appropriate to your reporting requirement.
How do I stop a Dashboard Subscription?
To stop receiving a subscribed Dashboard:
- Open the relevant Dashboard.
- Open Email Report Settings.
- Change Subscription On to Subscription Off.
The Dashboard will no longer be sent according to the previously configured schedule.
Can I Drill Down from an emailed Dashboard?
No. Dashboard Subscription emails provide a snapshot of reporting content and do not provide the interactive Drill Down functionality available within Gladstone Reporting.
To investigate the underlying data, sign in to Gladstone Reporting and open the relevant Dashboard or Widget.
Notes
- Dashboard Subscriptions are available only for qualifying Dashboards.
- Emails are sent to the email address associated with the user's Cloud Username.
- Available subscription options may depend on the Dashboard and the user's permissions.
- Email reports represent reporting content at the time they are generated and are not interactive.