Schedule Plutora Analytics

Send selected users a regular, scheduled email with the latest version of a Workbook or View as a PNG image. If users click the image, the View or Workbook will open in Plutora Analytics.

Users can create an unlimited number of scheduled emails!

 

To schedule a View in Plutora Analytics:

  1. Go to Reporting > Plutora Analytics.
  2. Click Workbooks or Views.
  3. Click to open the Workbook or View you would like to schedule.
  4. Click Subscribe.
  5. Add users who will be sent the scheduled emails:
    Any number of users can be added to a scheduled email, but they must all have a Plutora account. 

    1. Add individual users:
      1. Click Add users under Subscribe Users.

        If the Subscribe UsersSubscribe Users in Groups, and Subscribe me fields are missing or grayed out, you only have permission to subscribe yourself. Move the View or Workbook into a shared folder and try again. 
      2. Start typing the user’s name and click to select the name when it appears.
      3. Click Done.
    2. Add User Groups:
      This feature does not currently work. Instead, select individual users from the Subscribe Users field above.
  6. Select the part the Workbook or View that will be scheduled from Include:
    • This View: If tabs are present, only the open tab will be sent.
    • Entire Workbook: Send all the tabs.
  7. Select a Schedule.
    Schedules are based on time slots rather than exact times. For example, Daily – Morning instead of 9 am. If you require another time slot that is not listed, please contact Support.
  8. Type the email subject line in Subject.
  9. Type the Message that will appear in the body of the emails.
  10. Click Done.
  11. Click to select the Don’t send if view is empty checkbox to make sure you are only sent an email if there is something to display.
  12. Click to select the Subscribe me checkbox if you would like to be included in the scheduled emails.
    View and manage your current subscriptions by clicking Manage.
  13. Click Subscribe.

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