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            Schedule Reports for Dashboard Pages and Widgets

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            3. Engagement: Einstein and Analytics

            Schedule Reports for Dashboard Pages and Widgets

            You can schedule to receive reports of your dashboard page or widget as a PNG or PDF file. Filters aren’t applied to scheduled reports.

            Required Editions

            Available in: Intelligence Reports and Intelligence Reports Advanced
            User Permissions Needed
            To create a scheduled report of dashboard pages or widgets: Access, View & Export, Schedule, Create & Edit
            1. Go to the dashboard page or widget that you want to schedule.
            2. Click the Share icon.
            3. Click Scheduled Reports. You’re redirected to the Reports tab, and a report is created based on the format that you selected.
            4. To change the format, click the Export Format dropdown list. You can export dashboard pages to PNG or PDF. You can export widgets to PNG.
            5. Select when to send the report and how.
            6. Save your settings, or to run the report now, click Save & Run.

            See Also

             
            Indlæser
            Salesforce Help | Article