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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

  1. Type the recipients email address in the To Email Address(es), CC Email Address(es) or BCC Email Address(es) box.
  2. Within the Subject box, enter a short subject line.
  3. Select the format of the attachment. Available options are: PDF and PPT. By default, PDF is select.
  4. Type the desired message.
  5. Click Send.
Note: By Default, the From Email Address is pre-populated.