Using the Subscribe feature, a user can set up a schedule to email a PDF of the dashboard. This ensures data is delivered directly to the user, without having to log into IQ to generate and download the dashboard each time it is needed.
Set up a Subscription
To set up scheduled delivery of a dashboard PDF:
- Navigate to the dashboard
- If applicable, apply filters to your dashboard
- Standard Dashboards: Click on the email icon
- Custom Dashboards: Click on the triple-dot menu above the dashboard, and select the Subscribe option
- Set the layout, frequency (daily, weekly, monthly or quarterly), recurrence, and time parameters for the subscription
- Click on Subscribe
The dashboard PDF will be automatically generated based on the schedule and filters that were applied at the time the subscription was created and then emailed to the user.
Manage Subscriptions
After a subscription has been set up, users can go to the Settings page in IQ, and view 'Subscriptions' within 'Reporting'. to view a list of all their subscriptions and delete any that are no longer needed.
Admin users and users with IQ Advanced Settings or Sharing permissions access will also have the option to share a subscription they have set up with other users or user groups.
Sharing options include:
 |
Private: This is the default; the email will only be sent to the user who created the subscription |
 |
User: The email will only be sent to the individual user(s) you select |
 |
Group: The email will only be sent to the user group(s) you select This option is only available to Admin users and users with 'IQ Advanced settings' |
Comments
0 comments
Article is closed for comments.