Schedule projects

From the Workspace Share menu, you can send Analysis Workspace projects via email to selected recipients. Files can be sent in CSV or PDF format.

Send file now

To send a file immediately to recipients via email:

  1. Click Share > Send File Now.
  2. Specify the file type (CSV or PDF).
  3. (Optional) Add a description that will be included in the email to explain the file being received.
  4. Add recipients or groups. Email addresses can also be entered.
  5. Click Send Now.
  6. (Optional) Click Show scheduling options to specify a delivery schedule.

Send file now

Send file on schedule

To send a file on a recurring schedule to recipients via email:

  1. Click Share > Send File on Schedule.
  2. Specify the file type (CSV or PDF).
  3. (Optional) Add a description that will be included in the email to explain the file being received.
  4. Add recipients or groups. Email addresses can also be entered.
  5. Specify the range the schedule should be delivered over by modifying Starting on and Ending on inputs. The end date must be within a year from the day the schedule is created or modified.
  6. Specify the delivery frequency. Each frequency allows for different customizations.
  7. Click Send on schedule.

Scheduled Projects manager

Scheduled Analysis Workspace projects can be managed under Analytics > Components > Scheduled Projects.

In the Scheduled Projects Manager, you can edit and delete recurring project schedules. Search for a schedule in the search bar or by using the filter options in the left rail. You can filter by tag, approved schedules, owners and more.

The following are common actions in the Scheduled Projects manager:

Action Description
Edit schedule Click the title of the schedule to update its delivery settings.
Delete schedule Select the scheduled project in the list and then click Delete from the menu. This will delete the selected schedule for the project; the project itself will not be deleted.
Add tags Select the scheduled project in the list and then choose “Tag” or “Approve” to organize your schedules and make them easier to search for.
View failed schedules Navigate to the left rail > Other filters > Failed to see schedules that have failed.
View expired schedules Navigate to the left rail > Other filters > Expired to see schedules that have expired. Click the title of the schedule to setup a new deliery schedule.
View schedule ID Navigate to column options in the top right and add the Schedule ID column to the table. The scheduled ID is often useful for debugging.

The Scheduled Projects Manager shows the items that a specific user has created. If the user account is disabled in the application, all scheduled deliveries stop.

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