Send and schedule projects
You can send ÃÛ¶¹ÊÓƵ Analytics projects as files to selected users by email. You can send files ad hoc, or you can configure files to be sent on a schedule. Files can be sent in CSV or PDF format.
Any tags applied to the project are automatically applied to the export.
Other methods of exporting ÃÛ¶¹ÊÓƵ Analytics data are also available, as described in Export overview.
Send file
To send a file ad-hoc to recipients by email:
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Select Share > Send file.
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Specify the file type:
- CSV: Choose this option if you want plain-text data.
- PDF: Choose this option if you want the downloaded file to contain all the displayed (visible) tables and visualizations in the project.
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(Optional) Use Description to add a description to include in the email.
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Add recipients or groups. You can also enter email addresses.
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(Optional) Select Show scheduling options to schedule a file export.
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Click Send Now. Select Cancel to cancel.
Schedule file export schedule
To send a file on a schedule to recipients by email
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Select Share > Schedule file export.
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Specify the file type:
- CSV: Choose this option if you want plain-text data.
- PDF: Choose this option if you want the downloaded file to contain all the displayed (visible) tables and visualizations in the project.
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(Optional) Use Description to add a description to include in the email.
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Add recipients or groups. You can also enter email addresses.
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(Only for Healthcare Shield customers) Provide a password to password-protect a scheduled report.
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Ensure Show scheduling options is selected.
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Select a Frequency. You can select between:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 Frequency Options Send hourly Enter a value for Send every number of hours. Send daily Select a Daily frequency: Send every day, Send every weekday, or Custom frequency.
If you select Custom frequency, enter a value for Send every number of days.Send weekly Enter a value for Send every number of weeks. And select a Day of week. Send monthly by day of the week Select a Day of week and a Week of month. Send monthly by day of the month Select a value from Send on this day of the month. Send yearly by day of the month Select a Day of week, select a Week of month, and select a Monthly of year. Send yearly by specific date Select a Month of year and select a value from Send on this day of the month. -
Enter a start date in Starting on. Alternatively, select
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Enter an end date in Ending on. Alternatively, select
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Select Send on schedule. Select Cancel to cancel.
Scheduled projects manager manager
Scheduled Analysis Workspace projects can be managed from the main interface, using Components > Scheduled Projects. For more information, see Scheduled projects.