Step 6: Setting up an agent for your dashboard

Once you have created your dashboard, you can set up an agent to send the resulting display to different email addresses using agents. Learn more about agents, see Creating Insight agents.

To set up an agent:

  1. In Insight, click New > Agent.

    The Agent editor appears.

    An image of the Agent editor

    Tip: For details on the editor, click HelpAn image of the Help icon.

  2. Click the Schedule tab and specify the schedule for the agent. You can define a start date and time for the agent, a schedule, and an end date.

    An image of the Schedule tab

  3. Click the Delivery Content tab and select Dashboard Page from the Content drop-down.

    An image of the Delivery Content tab in an agent

    The agent sends the dashboard to your email in the selected format. If you check the Entire Dashboard check box, then the agent sends you all pages of the dashboard. Otherwise, the agent sends only the first page.

    Note: The agent will use the default customization from the prompt in step 3. If you would like a different prompt customization, see step 5.

  4. Click the Recipients tab and specify who to deliver the content to. Click to add the recipient email address to the list.

    An image of the Recipients tab in the agent editor

  5. Click SaveAn image of the Save icon to save the agent:

    • If you do not want others to view your agent, save it to My Folders. Remember that this is a personal folder only visible to you.

Next step

Step 7: Exporting your dashboard