To schedule data on a legacy Dashboard (that is, to set the dates and times when a report is automatically executed and then emailed to a specified set of users), click the Options menu and then click Schedule:
That displays the scheduling dialog:
And what exactly do you do with this scheduling dialog? If you keep reading, we’ll walk you through all the options and what you can do with them:
- Give your schedule a name
- Where should this data go?
- Who should it be emailed to?
- Include a custom message
- Format data as
- Advanced options
Give your schedule a name
By default, your schedule is given the same name you gave your Dashboard; for example, a Dashboard named Test Dashboard will have the schedule name Test Dashboard:
However, you can give your schedule a different name than you gave your Dashboard; just enter a new name in the Give your schedule a name field:
This doesn’t change the name of the Dashboard; your Dashboard is still named Test Dashboard. But the schedule is now referred to as Daily Report (6:00 AM):
Where should this data go?
Customers Insights currently supports sending reports only by email.
Who should it be mailed to?
Specifies the people (i.e., the email addresses) that the report should be sent to; by default, your Customer Insights email address is the only address listed:
To add additional recipients, simply type the appropriate email address in the Add recipients, use commas for multiple addresses field and then click Add:
And yes, you can enter multiple addresses all at once, provided that you separate those addresses by using commas:
By the way, Customer Insights reports can be sent to anyone, regardless of whether or not they have a Customer Insights account.
To remove a user from the recipients’ list, just click the little x located to the right of their email address:
And what if you remove your email address from that recipient list? That’s fine: that just means you won’t be emailed a copy of the report.
Include a custom message
If you select the Include a custom message checkbox, you can add your own text to the report email. For example:
In turn, that custom message appears at the beginning of the emailed report:
Format data as
Customer Insights enables you to send a report in one of three formats:
- PDF. The Dashboard is sent as a PDF file.
- Visualization. The Dashboard is sent as a .PNG file. With both the Visualization and he PDF options, you’re effectively getting a screenshot that replicates what you see onscreen when viewing the Dashboard.
- CSV Zip File. The Dashboard data is sent as a series of CSV (comma-separated values) files, one file for each data element on the Dashboard. For example, a CSV file containing user profile data might look similar to this:
Profile Dim Gender,Profile Fact Count Profiles,Calculation1 Female,"76,371,202",0.5723363363793658 Male,"53,848,112",0.4035451889709129 Other / None / Not Specified,"2,081,749",0.015600914542649313 notstated,"884,375",0.006627628402201939 nonbinary,"151,209",0.0011331811313849364 declined,"35,163",0.00026351637880607975 ,"133,371,810",1
Depending on the file format you choose, there are additional settings (found in the Advanced options section) available for your use.
The following table lists all the advanced options, and indicates the file format they can be applied to. As you can see, not all the options apply to all the file formats.
Use single column layout
By default, a PDF or visualization report mimics the appearance of your Dashboard: if the Dashboard includes a pair of Looks – Looks A and B – side-by-side, then your report will also include those Looks side-by-side. That’s fine, but if your report needs to be printed or needs to be included in another document, having Looks A and B jammed next to each other could make the resulting visualizations very small, and very difficult to read.
If that’s the case, select Use single column layout. When this option is chosen, Dashboard items are displayed in a single column and not side-by-side. Although your report will no longer be a spitting image of the Dashboard, the individual visualizations will be larger and much easier to read.
If your Dashboard includes tables then, by default, tables in your report include only the number of rows visible onscreen. (For example, if only 12 rows are shown onscreen your report will show only those 12 rows, even if the table has an additional 100 rows that are visible by scrolling the table.) If you select this option, your report tables expand to include all the rows in the table.
Enables you to specify the time zone used for scheduling report deliveries. By default, Customer Insights schedules report delivery by using the same time zone configured in your user profile (click your user profile icon and then click Account to verify your default time zone).
For example, if your default time zone is America – Los Angeles then scheduling your delivery for 6:00 AM means the report is sent at 6:00 AM Los Angeles time. However, suppose you change the time zone for this schedule to America – New York. In that case, the report will be sent at 6:00 AM New York time (3:00 AM Los Angeles time).
Enables you to select the paper size for the report. By default, Customer Insights calculates a paper size that best fits the size of the Dashboard. That works fine for viewing the report onscreen, but might be less-than-optimal if you need to print the report. The Paper size options lets you pick both a paper size (e.g., 8 ½ x 11) as well as a page orientation (portrait or landscape).
Apply visualization options
When selected, the following options (as configured in the Plot, Series, or Formatting menus) are applied to the report:
If this option is not selected, the data displayed in the report will be the same as that shown in the Data section of the Dashboard.
Formatted data values
When selected, any data formatting used in your visualization is applied to the report; for example, you might have numbers formatted like this:
If so, and if you select this option, that’s how the data will appear in the CSV file.
If you don’t select this option, data formatting is removed and only the raw values are transmitted. That means that the number 123,456,789 will appear like this in the CSV file:
Specifies whether you want to have the report sent on a regular basis (Repeating interval) or when a “datagroup” is updated. Because the Identity Cloud doesn’t use datagroups, this should also be sent to Repeating interval.
Deliver this schedule
Lets you to specify the dates and times when the schedule should be generated and the report emailed. Customer Insights enables you to schedule reports to be generated and emailed on a daily, weekly, monthly, hourly, or minute-by-minute basis. Depending on the reporting interval you choose, additional scheduling options will be available as well. For example, if you select Daily, you can choose from the following options:
- Every day
- On weekdays only
- On specific days of the week
If you select the latter, you can then chose which days of the week the report will (or will not) be sent on:
If you’re curious as to what your report will look when it gets sent, you can transmit the report at any time by clicking the Send Test button:
This instantly sends the report (as currently configured) to the appropriate recipients, regardless of the reporting schedule.
Deleting a Schedule
You can delete a schedule at any time simply by:
- Navigating to the Dashboard in question.
- Clicking the Options icon and then clicking Schedule.
- In the scheduling dialog, clicking the Delete icon (the X) next to the schedule you want to remove:
You can also delete a schedule by clicking your Customer Insights user profile icon and then clicking Schedules:
That takes you to the Schedules You’ve Created page:
From here you can delete any (or even all) of your schedules by clicking the appropriate Delete button.