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.
To send a file immediately to recipients via email:
To send a file on a recurring schedule to recipients via email:
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.
|Favorites||Selecting the star icon makes this schedule a favorite.|
|Schedule ID||This ID is used mainly for debugging purposes.|
|Title and Description||Title and description of this project.|
|Owner||The person who created and owns the project.|
|Tags||(optional) Tagging is a good way to organize projects. All users can create tags and apply one or more tags to a project. However, you can see tags only for those projects that you own or that have been shared with you.|
|Delivered To||The recipient(s) of this scheduled project.|
|Expiration Date||The default expiration date is one year from the creation date.|
|Frequency||How often you want to have this schedule project sent to the recipient(s).|
|Execution Time||At what time of day this scheduled project gets sent.|
|Number of Queries||The number of queries against this project.|
The following are common actions in the Scheduled Projects manager:
|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. Scheduled project ownership can be transferred to a new user under Admin > Analytics Users & Assets > Transfer Assets.