Clicking the "Share Arrow" icon allows you to Export as an Excel, PDF, or CSV document (this file will go to the Export History, where you can download it directly to your device), Email, Schedule, Bookmark and Share your report.
|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 report from the top right hand corner)|
Each step will need to be successfully completed and then the next step will automatically populate.
NOTE: To send the scheduled monitor set to multiple people, please use a space or a comma. Use "Enter" to move on to the next step.
2 - Name
Edit Name line, if necessary (it will be shown in CEND center)
3 - Subject
Edit Subject line, if necessary (it will be shown in the email topic)
4 - Status
Status relates to whether or not the Schedule Monitor Set is active (sending the monitor set) or inactive (not sending the monitor set).
5 - Notification Expiration Date
Set the expiration date; leaving blank will run the monitor set continuously. For example, you may want to set the expiration date to correlate with a holiday break, the end of Fall Semester, or the end of Q4.
6 - Attachment
Select Attachment type: XLS, CSV, or PDF
7 - Frequency
Select how often you'd like the email to be sent
8 - Message
Create and format the Message which will appear as the email body
9 - SAVE
Save Scheduled Monitor Set (or Cancel)
Note: When an email is scheduled, it will be sent from IntelliBoard and will come from firstname.lastname@example.org .
Clicking "Share" will allow you to create an API key that will allow you to either share an external link or Embed the monitor set. 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 App.IntelliBoard.net access to view the full report and utilize all filters. Please share and embed accordingly.
For additional assistance, please email helpdesk@IntelliBoard.net.