Insights dashboard subscriptions allow you to send the SurePath AI Insights page as a dashboard via email to yourself or any email address within your organization. You can set up as many subscriptions to the Insights dashboard as you like.
Setting up a dashboard subscription
To set up a subscription to a dashboard, click on the Email subscriptions link at the top of the Insights dashboard. A fly-out sidebar will appear on the right:
Add subscribers
Add email addresses to register subscribers.
Determine frequency and timing
Set how often it should send the dashboard:
Hourly
Daily
Weekly
Monthly
And what time of day to send the dashboard.
Send email now
A button that sends an email to all subscribers each time you click it.
Don’t send if there aren’t results
If there are no results, an email won't be sent.
Set filter values for when this gets sent
If something other than the default Past 30 day is desired for the subscription, set the filter parameters for the subscription.
Attach results
Users can choose if the email should contain attached results in the email as a file, in addition to displaying the table in the email body.
Use unformatted values in attachments
If you check this box, SurePath AI will remove any visualization settings applied to the charts and send only the raw, unformatted results.
Adding multiple subscriptions
You can add multiple subscriptions to a single dashboard. To add a subscription, click on the + icon in the dashboard subscription panel.
Deleting a subscription
To remove a subscription from a dashboard, select the subscription you’d like to remove. At the bottom of the sidebar, select Delete this subscription. Follow the instructions on the modal that pops up to confirm you’d like to delete the subscription.