Docs Menu
Docs Home
/
Atlas Charts
/
Dashboards
/
View Data

Schedule Dashboard Reports

On this page

You can create, edit, and delete scheduled reports for your dashboard. A scheduled report automatically sends a snapshot of dashboard data to a group of users at a regular frequency.

To view your scheduled reports:

1

Go to Charts.

Warning

Navigation Improvements In Progress

We're currently rolling out a new and improved navigation experience. If the following steps don't match your view in the Charts UI, see the preview documentation.

If Atlas Charts is not already displayed, click the Charts tab in the Atlas UI.

Atlas launches an instance of Charts linked to your project.

2

Go to the Reports page.

Warning

Navigation Improvements In Progress

We're currently rolling out a new and improved navigation experience. If the following steps don't match your view in the Charts UI, see the preview documentation.

Click Reports under the Scheduling heading in the sidebar.

The Reports page displays.

Reports under the Scheduling label in the Charts dashboard sidebar.
click to enlarge

Required Permissions

To create, edit, and delete scheduled reports for a dashboard, you must have:

Note

If you have the Project Owner user role, you can view all of the scheduled reports in a project. To edit and delete reports for that dashboard, you must also have the Owner dashboard role.

Limitations

  • For M0 clusters, you can create one scheduled report per project.

  • For M2 and higher tier clusters, you can create up to 100 scheduled reports per project.

  • At this time:

    • Scheduled reports can only be sent by email.

    • If an entire dashboard takes more than five minutes to load, then Charts does not take a screenshot for scheduled reports.

Create a Scheduled Report

To create a new scheduled report:

1

On the Dashboards page, select the dashboard for which you want to generate a report.

2

Click Schedule in the top right corner.

Schedule button in the top right corner of your selected Charts dashboard.
click to enlarge

A New Report dialog box opens.

3

Configure your dashboard report.

Provide the following information:

Field
Description

Name

The name of your report to show on the Reports page. For email reports, this is also the subject line.

To

The list of recipients to whom to send your report. You can specify any combination of the following:

  • Individual project members

  • All project members (by clicking Add All from the dropdown)

  • Individual external email addresses

You can specify a maximum of 10 external email addresses.

Message

(Optional) A message to send with your report. For email reports, this is the email body.

Attachment

The type of file to use for the dashboard report. You can select either PNG or PDF.

If you select PDF, you must also select an orientation for the report document.

4

(Optional) Send a test email.

To send a test email to yourself to view the output of a report before you send or schedule it, click Send test email.

Charts sends a report to your email address immediately.

5

Schedule or send your report.

You can create a schedule for a recurring report, or send a single report immediately.

To schedule a recurring report:

  1. Toggle the switch to Schedule.

  2. Specify a start date and time. The first report will be sent at this time.

  3. Select a frequency from the Frequency dropdown. You can select:

    • Once

    • Daily

    • Weekly

    • Monthly

    • Quarterly

  4. Select a timezone from the Schedule dropdown.

  5. Click Schedule.

Charts adds your new scheduled report to a list of reports for your project. To view this list and to edit your scheduled reports, see Edit a Scheduled Report.

To send a single report immediately:

  1. Toggle the switch to Send now.

  2. Click Send now.

Charts sends your report immediately. The report isn't added to the list of scheduled reports for your project.

Edit a Scheduled Report

To edit an existing scheduled report:

1

Go to the Reports page.

Warning

Navigation Improvements In Progress

We're currently rolling out a new and improved navigation experience. If the following steps don't match your view in the Charts UI, see the preview documentation.

Click Reports under the Scheduling heading in the sidebar.

The Reports page displays.

2

For the report that you want to edit, click Edit.

3

Reconfigure your scheduled report information.

4

Click Save.

Delete a Scheduled Report

Any dashboard owner of a particular dashboard can delete a report.

Note

Dashboard owners that have the Project Read Only role cannot create or delete dashboards.

To delete an existing scheduled report:

1

Go to the Reports page.

Warning

Navigation Improvements In Progress

We're currently rolling out a new and improved navigation experience. If the following steps don't match your view in the Charts UI, see the preview documentation.

Click Reports under the Scheduling heading in the sidebar.

The Reports page displays.

2

For the report that you want to delete, click .

A Delete Report dialog box opens.

3

Click Delete.