This section explains on how to add, edit, delete schedules and also on how to run the schedules on demand and enable or disable schedules in the Bold BI.
Schedules’ page displays the schedules that are accessible by the user depending on the user’s permission.
Schedules can be created only if the user has
Create All Schedules permission. Schedules can be created in two ways,
+button in the left side menu.
Click on the
+ button in the left side menu and choose
Create to add a Schedule.
Select the required category from
Category dropdown. After selecting the category, corresponding dashboards under that selected category will be displayed in the
Select the required dashboard from the dropdown.
Actions button in the dashboards grid context menu and select
Create Schedule to schedule the corresponding dashboard.
Once dialog was opened, the category and dashboard values are selected by default,
NOTE: Categories or Dashboards can be changed from schedule dialog box itself.
After adding schedule details, click on the
Next button in schedule dialog.
Select the recurrence type, recurrence, start and end dates, export formats and the users to which the exported dashboards have to be emailed in the
Add Schedule dialog box.
When clicking on
Schedule, the dashboard is scheduled in the selected recurrence.
Read Write Deletepermission for that
Specific Scheduleis added to the users by the person who created the schedule.
Yes, we do support sending schedule emails to distribution list. You can configure the distribution list in the schedule recipient list as in the below two ways
We can add the distribution email directly in the external recipient option as below.
We can add the new user with the distribution list email and add the user as a recipient to send the emails to the users in the distribution list.
Category, dashboard, name, recurrence type, recurrence, start and end dates, export format and the recipients can be changed in the
Edit Schedule dialog box.
Schedules can be made to run on demand by using
Run Now option in the schedule grid context menu. Dashboard get exported in the format specified and sent to the recipients along with the link the dashboard in the Bold BI through emails.
Schedules can be disabled at any time, which ignores any next occurrences. When enabled, it finds the next occurrence and run accordingly.
Schedules can be deleted from the Bold BI when it is no longer required.
Actions button in the schedules grid context menu and select
Delete to delete the schedule.
Data alert provides the users to track certain conditions and helps responding to a specified recipients via mail when a certain predefined threshold is met. Please find more details on the Data alerts.