To send a dashboard, click the micromenu micromenu to its right (from the Dashboard List) or toward the top right (when viewing the Dashboard) and select Send. Next, click + Schedule. If you would like to send the dashboard to team members who are also Spark users, select them in the Team Members dropdown.
Note: Sent dashboards do not account for Spark permissions; recipients have access to all reports even if they have a restricted user role.
To send the dashboard to individuals who are not also Spark users, use the radio button to select “Allow non-Spark users to access the live dashboard” and enter their email addresses where indicated.
In the XLSX Downloads section, use the checkbox to choose whether or not to include a static snapshot of the dashboard in XLSX format.
Next, use the radio buttons to choose whether the email should be sent only once or on a recurring basis. If the email should be sent on a recurring basis, be sure to define the interval, sending time (per the project time zone), and end conditions.
Finally, give the email a name (not displayed in the email), a subject line, and a body, then click Schedule.
This will send an email with a link to the live dashboard and, optionally, a "snapshot" attachment with the information is it was when the email was sent to all specified recipients. The link will expire 90 days after the most recent email link is sent.
Note: because the link is to the live dashboard, what the recipient sees depends on when they view the dashboard - if they view the dashboard immediately upon receiving the link, the data will appear as it was when the link was sent, but if they view it again a day later, the dashboard will have updated to the most recent information.