Easily schedule PDF and/or CSV reports of your dashboards to be emailed on a regular basis.
Chartio refreshes your charts before the dashboard report is generated if the cached data is expired or if it is more than 30 minutes old, so your email report always contains the latest data.
Email reports are limited to 25MB in size.
How to Schedule a Report
Navigate to a dashboard’s settings page by clicking Settings in its sidebar menu. Select the Report tab and click +Add Report. Add multiple reports to customize the schedule and variable presets for specific groups of users. You may choose to send reports to individual Chartio users, Teams, or non-Chartio users.
Choose the Report Frequency, Report Hour, Report Format, and Report Recipients.
You can also customize the Report Variables if your dashboard contains any dashboard variables. This will allow you to apply specific filters to your charts for your report. If you choose CSV for your Report Format, your report email will contain a zip file of CSVs for every chart on the dashboard.
Note: To share with other Chartio users or Teams, add the user or Team to the dashboard in the Access tab, and refresh the page to continue. For non-Chartio users, type the user email address in the report recipients input and press enter.
Click Save to save your changes.
If you would like to stop your report at any time, simply delete the Report from the Reports tab by clicking the X to the right of the report Name.
You may schedule multiple reports per dashboard. To schedule an additional report, simply click the +Add Report button in the Report tab, located below existing reports.