Email a report or dashboard

  1. On a report or dashboard, click See more and then select Send by Email. The Send by Email form displays.

  2. In the To field, type the recipient's email address.

  3. Optional: Click Add CC and/or Add BCC to add a field for a cc or bcc email recipient.

  4. The Subject field is auto-populated with the name of the report or dashboard. You can override this field.

  5. In the Format fields, select the format in which you want to send the file:

    • Reports:

      • Image

      • CSV

      • XLS

    • Dashboards:

      • ZIP

  6. Note: If the file is larger than 5 MB, it is sent in a zip file.

  7. Optional: In the Message field, type a message for the email.

  8. Click Send.