Schedule Insight Dashboard Email Deliveries

Scheduling Dashboard deliveries is a convenient way to receive regular snapshots of the dashboard data that’s important to you
. With scheduling, you can:
Schedule Dashboard data to arrive in your attendees inboxes
 ahead of a meeting 
Provide others in your firm access to particular Insight Dashboards, even if they don’t have Insight Dashboards enabled
To schedule a report delivery, click the ellipsis icon in the top right corner of any Insight Dashboard and select Schedule Delivery:
On the Settings tab, provide a name for your scheduled report, and use the dropdowns provided to select when and how often you’d like it to be scheduled: 
Provide one or more email addresses to send the report to, and select the format in which you’d like to receive it. CSV is often convenient for importing into a spreadsheet, while PDF or PNG allow for sharing data in a more visual way.
On the Filters tab, you can customize any of the dashboard filters for the purposes of the report, if desired.
When you’re done, click the Save button. You’ll see your new scheduled report in the list, and it will be delivered in the format and on the schedule you set up.
Try it out for yourself and don't forget to Like and Leave Your Feedback letting us know how we can continue to improve your experience in Hubly!