Share dashboards as one-time emails

Overview:

Share dashboards through email. Because recipients don’t need to be Creovai users, this enables you to share and scale Creovai insights across your organization.

Required: To allow users to share dashboards as emails, a Creovai account admin must configure external sharing options, then edit the user's profile to assign the Email dashboards role.

Share a dashboard via email

Open the dashboard you'd like to share, then click the email dashboard icon.

Tip: Make sure you open the original dashboard. Emails can not be scheduled for dashboards opened through a folder or accessed with view-only permissions.

Elements of the email dashboard page

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  1. Preview what recipients will receive and ensure report readability. 
  2. Add recipients. Recipients do not need to be Creovai users, but there may be restrictions on who can receive dashboard emails. These restrictions are configured by a Creovai account admin in the external sharing options.
  3. Add filters to limit recipients view. Recipients' view will match what is shown in the preview.
  4. Send this dashboard as an email.
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