Schedule and Email Dashboard Exports
Several of Xurrentโs customers have requested the possibility to schedule exports of dashboards and send these as a PDF file in an email to internal or external stakeholders.ย It was, as a matter of fact, one of the highest prioritized enhancements during last monthโs Xurrent Customer Advisory Board (CAB) meeting in Istanbul.ย This feature has now been delivered by the development team.
From the Action button above any of the dashboards in the โDashboardsโ section in the Analytics console, a user can now select the newly added Scheduleโฆ option.

This opens a form which allows the user the edit the name of the export and in which orientation it should be displayed.ย The โRecurrenceโ section of the form allows the user to flexibly define how often and when exactly these exports should be scheduled.ย By choosing โNo repeatโ in the Repeats field, the dashboard can be exported ad hoc.ย In the โEmailโ section, finally, it is possibly to define who should be the recipient(s) of the email with the dashboardโs PDF. ย The subject and body of this email can be adjusted, as well.

Once a dashboard export is scheduled, it may be adjusted in the โExportsโ section of the Settings console.ย For security, each dashboard export is logged in the Export log, which can be find in the โSystem Logsโ section of the Settings console.