Email a Dashboard
You can send a snapshot of your dashboard within an email directly within Upland Analytics.
1. Click Email Button
- Click the Email button.
2. Email Dashboard Options
- Type the recipients email address in the To Email Address(es), CC Email Address(es) or BCC Email Address(es) box.
- Within the Subject box, enter a short subject line.
- Select the format of the attachment. Available options are: PDF and PPT. By default, PDF is select.
- Type the desired message.
- Click Send.
Note: By Default, the From Email Address is pre-populated.
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