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You can create, edit, and delete scheduled reports for your dashboard. A scheduled report automatically sends a snapshot of dashboard data to a group of users at a regular frequency.
To view your scheduled reports, click Reports in the sidebar of the Charts UI, under Scheduling.
To create, edit, and delete scheduled reports for a dashboard, you must have:
The Owner dashboard permission role for your Charts dashboard.
Write access to your Atlas project through an Atlas user role.
If you have the
Project Owner user role, you can view all of the
scheduled reports in a project. To edit and delete reports for that dashboard,
you must also have the Owner dashboard role.
M0clusters, you can create one scheduled report per project.
M2and higher tier clusters, you can create up to 100 scheduled reports per project.
At this time, scheduled reports can only be sent by email.
To create a new scheduled report:
Provide the following information:
The name of your report to show on the Reports page. For email reports, this is also the subject line.
The list of recipients to whom to send your report. You can specify any combination of the following:
You can specify a maximum of 10 external email addresses.
(Optional) A message to send with your report. For email reports, this is the email body.
The type of file to use for the dashboard report. You can select either PNG or PDF.
If you select PDF, you must also select an orientation for the report document.
You can create a schedule for a recurring report, or send a single report immediately.
To schedule a recurring report:
Toggle the switch to Schedule.
Specify a start date and time. The first report will be sent at this time.
Select a frequency from the Frequency dropdown. You can select:
Select a timezone from the Schedule dropdown.
Charts adds your new scheduled report to a list of reports for your project. To view this list and to edit your scheduled reports, see Edit a Scheduled Report.
To send a single report immediately:
Toggle the switch to Send now.
Click Send now.
Charts sends your report immediately. The report isn't added to the list of scheduled reports for your project.
To edit an existing scheduled report:
Any dashboard owner of a particular dashboard can delete a report.
Dashboard owners that have the Project Read Only role cannot create or delete dashboards.
To delete an existing scheduled report: