How to schedule delivery of your data

Subscription plan nonprofit customers can schedule a Dashboard, Visualization, or Look directly to their inbox

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Scheduling allows you to periodically receive a Dashboard, a Look’s Visualization, or a Look’s data to your inbox.

Scheduling is available to Premium and Enterprise plan nonprofit customers.

To schedule from a Dashboard, click on the gear in the top right corner and then Schedule.

SchedulefromDashboard

To schedule a Look from an Explore, click on the gear in the top right corner and then Save & Schedule.

SchedulefromExplore

There are several ways to customize the delivery of your data. You can schedule a periodic delivery, such as delivering a certain dashboard every Monday. For Looks, you can create a schedule so that information is delivered only if the data has changed since the last delivery, or only if the query yields results.

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You may have multiple schedules associated with the same content. View the existing schedules on the left side of the schedule box. Create a new schedule by clicking New.

Schedule

Be sure to click ‘Save All’ before exiting.

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