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

Clicking the "Share Arrow" icon allows you to Export as an Excel, PDF, or CSV document, 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 repot from the top right hand corner)



Boxed Items: Each step will need to be successfully completed and then the next step will automatically populate.
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 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 .




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 or click HERE.

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