Emailing Visuals and Dashboards

Arcadia Enterprise enables you to share visuals and dashboards through emails in the following manner: by sending them immediately, by scheduling them at specific times and intervals, and as a trigger response when reaching a specific threshold.

Developer Notes:To use this feature, complete these prerequisites:

The following steps describe how to send emails of Arcadia Enterprise visuals and dashboards.

  1. Find the visual or dashboard for e-mail scheduling. Use either the Edit or View mode.
  2. In the top menu, click the (supplemental) menu, and select the Email option.

    In the supplemental menu, select email
  3. The Email Visual modal appears when working with visuals, while the Email Dashboard modal is for working with dashboards.

  4. In the Email Visual/Email Dashboard modal, there are three options:

    • Email now
    • Schedule Email
    • Email based on threshold
    In the supplemental menu, select email
  5. Choose one of the options; see instructions for them in the following topics:

  6. After creating emails, you can monitor them in the Jobs interface, review their details, rerun, cancel, and so on. See Managing Jobs.
  7. A sample email may appear something like this:

    example email