Schedule a dashboard email

If you want to keep other buyers or leads updated, you can schedule automated email alerts for your dashboards. With scheduling, you can send recurring emails (e.g., daily, monthly) with data from your dashboard to list of recipients. You can filter the data for specific recipients, and send it in CSV, PDF, or PNG format.

Create a scheduled email

1

Open your dashboard.

2

Click the actions button and select Schedule Delivery. The Schedule Delivery window displays. If you have already created alerts, the Schedules window displays; click New to create an alert.

3

On the Settings tab, enter the following information:

• Schedule Name: Enter a name for your alert. This name will be used as the subject the scheduled emails and will also default as the name of the dashboard.

• Recurrence: Select how often you want to receive alerts.

• Time: Select the time to send alerts. Select a time using the 24-hour time format. This defaults to the Eastern Standard Time (EST) timezone . You can change the timezone on the Advanced options tab.

• Destination: Select Email.

• Email Addresses: Enter the email addresses to send the alerts. Press Enter as you enter emails.

• Format: Select the format for the alert data. The following options are available:

  • CSV zip File: The data is exported to a CSV file and zipped. The zipped folder is attached to the email.

  • PDF: The dashboard is printed to PDF format and attached to the email.

  • PNG visualization: A PNG image of the dashboard is attached to the email.

4

On the Filters tab, add any filters you want applied when generating the alert. By default, the standard dashboard filters are used. If you have manually updated filters on the dashboard, you will need to also apply them on this tab.

5

On the Advanced options tab, enter the following information:

• Custom Message: We recommend adding a note that describes where the alert was generated for users that don't have access to Fairmarkit or Analytics.

• Delivery Timezone: By default, America - New York (Eastern Time Zone) is selected. If needed, you can select a different timezone. When updated, the Time value on the settings tab will not automatically update.

6

(Optional) Click Test now. A test email is sent to all recipients for review.

7

Click Save. The Schedules window displays.

8

Click Done.

Edit a scheduled email

1

Open your dashboard.

2

Click the actions button and select Schedule Delivery. The Schedules window displays.

3

For the alert, click the actions button and select Edit. The Schedule Delivery window displays.

4

Edit your alert as needed.

5

Click Save. The Schedules window displays.

6

Click Done.

Duplicate an alert

1

Open your dashboard.

2

Click the actions button and select Schedule Delivery. The Schedules window displays.

3

For the alert, click the actions button and select Duplicate. The Schedule Delivery window displays with the information from the duplicated alert.

4

Edit your alert as needed.

5

Click Save. The Schedules window displays.

6

Click Done.

Delete a scheduled email

1

Open your dashboard.

2

Click the actions button and select Schedule Delivery. The Schedules window displays.

3

For the alert, click the actions button and select Delete. A summary of the alert displays.

4

Click Delete.