Skip to main content

Exporting, Emailing, Scheduling, and Sharing (API) Monitor Sets - Overview - Moodle LMS

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)




Boxed Items

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)

When an email is scheduled, it will be sent from IntelliBoard and will come from .





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 access to view the full report and utilize all filters.  Please share and embed accordingly.


 For additional assistance, please email

Was this article helpful?
0 out of 0 found this helpful