Export and scheduled delivery
Take the file as CSV, XLSX or PDF, or have the board emailed on a schedule.
Getting the numbers out
Building the board is half of it. The other half is not having to open it.
Taking the file
| Scope | Formats | How |
|---|---|---|
| One widget | CSV, XLSX | Export from the widget menu |
| Whole dashboard | XLSX | One sheet per widget, plus a stamp sheet recording the filters and date range |
| Whole dashboard | Rendered through the browser's print dialog, so it looks like what is on screen |
Scheduling it
A schedule sends the dashboard as an XLSX workbook, on its own, to people who never sign in.
Pick the dashboard
Schedules are bound to a saved dashboard, not to an ad-hoc view, so what arrives is reproducible.
Choose the cadence
Daily, or weekly on a chosen day. Hours are UTC — a weekly schedule counts UTC days, not your local ones.
Add recipients
Between 1 and 10 email addresses. They do not need INGB accounts.
Activate it
A schedule can be paused and resumed without losing its configuration.
A company can hold 10 schedules, which puts the ceiling at a hundred emails a day. That is well above what anyone sets up by hand, which is what a cap on a human decision should be.
- ✓Send yourself the first run before adding anyone else to the recipient list.
- ✓Prefer weekly over daily for anything a human has to read — a daily workbook nobody opens is noise.
- ✓Keep the number of widgets on a scheduled board modest; every widget is a sheet.
- ✗Schedule a board whose date range ends today — the last day is partial and Amazon will restate it.
- ✗Use a schedule as a backup mechanism; it is a delivery mechanism.