Email a Dashboard

You can send a snapshot of your dashboard in an email directly from Upland Analytics.

1. From an existing dashboard, open the Main Menu bar and click . The Send By Email dialog box displays.



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

Note: By default, the From Email Address field is pre-populated.