Emailing, Scheduling, Bookmarking, and Sharing (API) - Overview

Clicking the "Share Arrow" icon allows you to Email, Schedule, Bookmark and Share your report.5_Right_Arrow.png



Step 1  Add the recipient's email
Step 2  Edit Subject line, if necessary
Step 3  Select Attachment type: XLS, CSV, or PDF
Step 4  Create and format the Message which will appear as the email body
SEND  Send Email (or Cancel or go back to the repot from the top right hand corner)




Boxed Items Based off the report's filters, the initial steps of building a scheduled report will change.   Each step will need to be successfully completed and then the next step will automatically populate.  

NOTE: To send the scheduled report to multiple people, please use a space or a comma.  Use "Enter" to move on to the next step.
1 - Report Date Filter Use the box to toggle on/off the Date Filter.  The Report Date Filter here correlates to the Date Filter inside the Report.  To choose "All Time" simply leave the Date Filter disabled.  To choose a specific time period, select the number value and the time value from the drop downs.
2 - Subject Edit Subject line, if necessary
3 - Status Status relates to whether or not the Schedule Report is active (sending the report) or inactive (not sending the report).
4 - Duration of Active Status Period  Set the Duration of the Active Status Period.  This serves as an "Expiration Date" for the Active Period.  For example, you may want the Active Status Period to turn off at a holiday break, the end of Fall Semester, or the end of Q4. 
5- Attachment Select Attachment type: XLS, CSV, or PDF
6- Frequency Select how often you'd like the email to be sent
7- Message Create and format the Message which will appear as the email body
8- SAVE Save Scheduled Report (or Cancel)



Clicking "Bookmark" will allow you to edit the name of the report.  Clicking "Save" will add the report to "Bookmark(s)" in IntelliBoard's Navigation Bar. 




Clicking "Share" will allow you to create an API key that will allow you to either share an external link or Embed the report.  First select the connection you wish to share and set the expiration date.  The width/height refers to the embed code. 

Share the External Link or use the Embed Code to share your data.  

NOTE: Sharing the External Link or the Embed Code allows a person external to access to view the full report and utilize all filters.  Please share and embed accordingly.

 For additional assistance, please email or click HERE

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