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!

 

Schedule a Workbook or View

To schedule a View in Plutora Analytics:

  1. Go to Reporting > 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 of the Workbook or View that will be scheduled from Include:
    1. This View:
      1. If tabs are present, only the open tab will be sent.
      2. The default View only will be scheduled.
      3. If you are using a non-default View, the default View will be scheduled instead.
      4. If you are using the default View with some of the filters changed, these filter changes will not be scheduled.
      5. *NEW* To create a new default View from your current filters and settings so it can be scheduled:

        1. Click View in the menu.
        2. Click Name this view and type a name.
        3. Click to select the Make it my default checkbox.
        4. Click to select the Make it public checkbox if you want to make the View appear under Other Views for other users.
        5. Click Save.
        6. The new default View will appear in the menu and can now be scheduled.
        7. If you update your default View, other users will not see your changes. To ensure users can see your changes, create a new report.
    2. Entire Workbook: Send the default view of all the tabs.
  7. Select a Schedule:
    • Reports can now be scheduled to run at the same hour every day.
    • To schedule a report to run every hour during work hours, create a scheduled report for each hour.

    • 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.

 

Back to the top arrow

Be the first to find out about new features. Subscribe to the Release Notes email. Subscribe Now

Was this article helpful?

1 found this helpful.