Sending a Quick Dashboard in an E-mail

You can send a Visual Insight quick dashboard to any e-mail address, to allow users to view it even when offline.

Prerequisites

This procedure assumes the quick dashboard you want to e-mail has already been created.
You must have the Edit Dashboard and Run Dashboard privileges.
You must have the Use Send Now privilege.

To e-mail a quick dashboard

Click the name of the quick dashboard to run it.
From the quick dashboard toolbar, click the Send Now icon. The Send Now dialog box opens.
Click To to locate the e-mail address of the recipient. The Recipients Browser opens.
Choose an address from the Available list, then click > to add it to the To field. If you do not see the e-mail address you want to send the quick dashboard to, you can specify a new e-mail address. Perform the following steps:
1. Type a name for the e-mail address in the Address Name field.
2. Type the e-mail address in the Physical Address field.
3. From the Device drop-down list, select the e-mail client type of the e-mail address.
4. Click Add to Recipients. The new e-mail address is added to the To list.
Click OK to return to the Send Now dialog box.
From the Send drop-down list, specify where to deliver the quick dashboard by choosing one of the following options:
- To display the quick dashboard in the e-mail, select Data in e-mail. The quick dashboard is displayed in the e-mail, but is not delivered to the History List.
- To display the quick dashboard in the e-mail and deliver the quick dashboard to the History List, select Data in e-mail and to history list. No link to the quick dashboard is provided in the e-mail.
- To display the quick dashboard in the e-mail, deliver the quick dashboard to the History List, and provide a link to the History List location of the quick dashboard in the e-mail, select Data and link to history list in e-mail.
- To deliver the quick dashboard to the History List, and provide a link to the location of the quick dashboard in the History List in the e-mail, select Link to history list in e-mail. The quick dashboard is not displayed in the e-mail.
From the Delivery Format drop-down list, select the format in which you want to send the quick dashboard. Select one of the following:
- To deliver the quick dashboard as an HTML file, select HTML.
- To deliver the quick dashboard as a PDF file, select PDF.
- To deliver the quick dashboard as an interactive Flash file, select Flash.
When PDF or Flash is chosen, the quick dashboard is included as an attachment in the e-mail. If you select a format other than HTML, you can reduce the size of the attachment by selecting the Compress contents check box.
Type a description for the emailed quick dashboard in the Subject field.
Type a message to be displayed in the body of the e-mail in the Message field.
If you chose to send the quick dashboard in a zip file, you can specify options for the zip file, such as whether to password protect its contents. Perform the following steps:

Click the Show icon to expand the Advanced Options.
To protect the zip file by providing a password, select the Password Protect Zip File check box, then type a password for the zip file in the field.
Type the name for the zip file in the Zip File Name field.

By default, if you have selected a contact group as the recipient of the quick dashboard, the security filter of the contact group as a whole is used when delivering the quick dashboard. To use the separate security filters for each member of the subscribed contact group instead, select the Use contact security for each group member check box.
Click OK. The quick dashboard is sent to the designated e-mail addresses.