You can specify the schedule for a custom dashboard. All widgets on the custom dashboard run on the same schedule.
Note
You can only specify a schedule for a custom dashboard you created that has at least one widget defined.
After you have specified the schedule, it is used to automatically generate reports for the dashboard. You can change the dashboard schedule at any time.
You can subscribe yourself or other users in your organization to a custom dashboard by setting up an email notification to inform you when the scheduled report has completed.
The reports can be rendered as a PDF file. If you configure this option, the subscriber receives an email containing the PDF file each time a scheduled report has completed. The password protection option requires subscribers to enter a custom password to open the file. Password-protected reports can be delivered to anyone, including email addresses outside of the Helix Enterprise system.
From the main menu, select Dashboards > Custom to list the custom dashboards.
Locate the row containing your custom dashboard.
Click
at the end of the row for the dashboard you want to schedule, and select Report Schedule. The Dashboard Schedule dialog appears.Flip the Dashboard Schedule toggle ON to enable the schedule.
If the Dashboard Schedule toggle is OFF, reports for the dashboard are not generated automatically.
Click the arrow in the Every day(s) box to select the daily, weekly, or monthly frequency for the schedule.
If you select a daily frequency, the custom dashboard reports are automatically generated once a day every, day of the week.
If you select a weekly frequency, select the day of the week. If you do not specify the day, the custom dashboard reports are automatically generated every Sunday.
If you select a monthly frequency, select the day of the month. If you do not specify the day, the custom dashboard reports are automatically generated on the first day of the month.
Click Apply.
In the Hour field, select the hour for the schedule using a 24-hour clock.
In the Minute field, select the minute for the schedule.
In the Subscribers field, click Add Subscriber to add members of your organization.
Tip
If you enter an email address of someone outside your Helix Enterprise environment, the Send Report Email as PDF checkbox is automatically selected and you cannot deselect it.
(Optional) Select the Send Report Email as PDF checkbox to render the report in the email as a PDF file. You can create a PDF password if you want to password-protect the file. Subscribers will receive the report each time it is generated.
Note
Use a secure method to send the password to subscribers.
Click Save.