Documentation

Share By E-Mail

When exporting a dashboard tab, you also have the option to easily share this content via email with selected recipients. Therefore, open your dashboard tab and access the export options via Options in the right upper corner of the dashboard tool bar. Click on Export Tab to open the Export Tab Menu.

 

  1. In the Export Tab Menu, first select the file type you wish to export and share by email. You can export your dashboard tab into Excel, PDF or PNG.
  2. Click on the Send as E-Mail drop down to open the E-mail options below.
  3. Then add the recipients, subject and optionally also a message that we will send to your recipients.
  4. To send out the email report click on Export.

how to share a dashboard via an email