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Take dashboard results with you as an Excel report. Download one, send it now, or schedule recurring delivery. Start by selecting the dashboard period and other variables you want the report to use.

Download

Save a workbook to your computer.

Send now

Email a report once.

Schedule

Receive reports on a recurring schedule.

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Download Excel

Open the dashboard and click Download Excel in its header. Wait for the download to finish, then open the workbook to see its results and visualizations.
GIF placeholder: REPORT-01Download a multi-card dashboard and open its workbook. Show the dashboard overview and one card’s worksheet.

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Send a report now

1

Open Send now

Click Schedule email in the dashboard header, then choose Send now.
2

Address the report

Review Recipients and remove any addresses you do not want. Add the intended addresses, pressing Enter after each one. Review the Subject and Message.
3

Send

Check the recipients and click Send now. Dashboard email queued confirms the request was accepted for processing. Delivery happens afterward.
Recipients receive the Excel file. They need dashboard access to open a live dashboard link included in the message.
Screenshot placeholder: REPORT-03Show the Send now form ready to send, with sample recipients, subject, message, and the Send now button. Do not send an email just to capture the form.

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Schedule recurring emails

1

Create a new schedule

Click Schedule email > Scheduled sends > New schedule.
2

Choose recipients and timing

Review the Recipients, Subject, and Message. Set Start, Repeat, and Every. Where On is shown, choose the days or pattern. Set Time and Timezone.For example, a weekly team report can run every Monday at 09:00 in your team’s timezone.
3

Check and save

Read the Occurs summary and check the dashboard’s selected variables. Click Create schedule. The saved schedule appears in the list.
You can create your own schedules for dashboards you own or can view through sharing.
Video placeholder: REPORT-04Create one weekly schedule. Show the recipients, timing, timezone, Occurs summary, and saved entry in the list. Use a controlled capture account and end before delivery.

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Change or stop a schedule

Open Schedule email > Scheduled sends and select one of your schedules. Change its recipients, message, or timing, then click Save schedule.
Saving also replaces the schedule’s variable selections with those currently selected on the dashboard. Check the dashboard view before saving, even when you only want to edit the message.
To stop future sends, select the schedule and click Delete. To finish on a particular date, set End to On this day and choose the end date instead.
Screenshot placeholder: REPORT-05Show one selected schedule with Save schedule and Delete visible. Keep its recipients and timing readable.

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Which dates and variable values are used

Download or send now

The report uses the variable selections on the open dashboard.

Scheduled report

The report uses the selections captured when you create or save that schedule.
For scheduled dates:
  • Dynamic periods, such as Last 30 days, move with each send date in the schedule’s timezone.
  • Static dates stay fixed for every send.
Changing your open dashboard later does not update a saved schedule. Each scheduled report is generated at send time using the dashboard and the sender’s available access. A table’s temporary search, sort, or column filters do not define the exported data. Use dashboard variables for the report’s selected scope.

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Check scheduled sends and delivery

Click Scheduled sends in the Dashboards sidebar to open the calendar. Use Month or Week to see upcoming occurrences and past sends. The legend distinguishes You send from Sent to you.
Screenshot placeholder: REPORT-06Show a weekly report on the Scheduled sends calendar with its date, time, and You send/Sent to you legend readable.
If a delivery fails, the calendar shows Delivery failed. Your schedule’s settings show Last email failed with its latest error. See email troubleshooting for the next steps.
Repeat supports Daily, Weekly, Monthly, and Yearly. Every sets the interval, such as every two weeks. On offers weekdays or the monthly/yearly pattern associated with your start date. End can keep the schedule running or stop it on a date.A schedule belongs to its creator. Having access to a dashboard does not let you edit someone else’s schedules.
You can add up to 25 recipients. Include export time adds the generation time to the message. Use Copy dashboard link to include the live view alongside the report.
A multi-card export includes a Dashboard overview, card worksheets, and an Export Summary. A one-card dashboard exports on one worksheet.Each data worksheet has a 1,000,000-cell limit. Check the summary or affected worksheet for truncated results and card errors; some cards can succeed while another fails. Emailed reports also identify those issues.
Screenshot placeholder: REPORT-02Show an Export Summary identifying one truncated or failed card. Highlight its Status, Truncated, and Error fields.
Excel contains a snapshot rather than live variable controls. Gauges export their value with the zone’s color.