After your Looks and dashboards are built in Customer Data Platform (CDP), you can schedule and send them through email for further processing. You can view the related content as an email file attachment.
Before scheduling dashboards, you must configure and allowlist your company and partner email domain to receive reports through Schedule Email Delivery. To do so, contact Acquia Support.
To configure a schedule for Looks or dashboards:
Click the Schedule Email Delivery icon at the top right corner of the look or dashboard.
CDP displays the Email Delivery pop-up screen.
In Email Subject, specify the subject for your email.
CDP prefixes the specified subject with CDP Metrics |.
Specify the receiver email addresses. Press Enter after each email address.
CDP displays the following error message if the email domain is not allowlisted:
Scheduling to the following email addresses is not allowed: [email protected].
Ensure that the domains that belong to the email addresses are allowlisted in the Acquia platform to receive the Metrics dashboards through email. To allowlist your email domain, contact Acquia Support and mention the error message.
Use all lowercase characters in the email addresses.
Select the file format of the dashboard attachment.
The available options are PDF, PNG, CSV Zip.
Select the delivery schedule.
The delivery schedule lets you schedule the delivery every Day, Week, Month or Year at the specified time.
By default, CDP sets the timezone as the tenant timezone.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
If this content did not answer your questions, try searching or contacting our support team for further assistance.