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Schedule projects
From the Workspace Share menu, you can send Analysis Workspace projects using email to selected recipients. Files can be sent in CSV or PDF format. After you share scheduled projects, you can edit the schedule settings to modify the frequency, receipient list, or file type using the Scheduled Projects manager.
Send file now
To send a file immediately to recipients via email:
- Click Share > Export file.
- Specify the file type:
- CSV: Choose this option if you want plain-text data.
- PDF: Choose this option if you want the downloaded file to contain all the displayed (visible) tables and visualizations in the project.
- (Optional) Add a description to include in the email to explain the file being received.
- Add recipients or groups. Email addresses can also be entered.
- Click Send Now.
- (Optional) Click Show scheduling options to specify a delivery schedule.
Send file on schedule
To send a file on a recurring schedule to recipients via email:
- Click Share > Schedule file export.
- Specify the file type (CSV or PDF).
- (Optional) Add a description that will be included in the email to explain the file being received.
- Add recipients or groups. Email addresses can also be entered.
- 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.
- Specify the delivery frequency. Each frequency allows for different customizations.
- Click Send on schedule.
Manage scheduled projects
When you manage scheduled projects, you can edit and delete recurring project schedules:
- Change the file type (.csv or PDF)
- Update the project description
- Add or remove recipients
- Change the frequency
Scheduled Analysis Workspace projects can be managed under Analytics > Components > Scheduled Projects.
For more information, see Scheduled projects
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