Sending one-time data deliveries
The Send function is available for any Centricity query, whether it’s saved as a Look or dashboard, or if it’s a simple one-time query.
Sending a query
For content that isn’t saved, such as one-time data insights generated in an Explore, you can choose your delivery method from the gear menu in the upper right corner of the query.
After clicking on the gear menu, select “Send”.
Sending a Look or dashboard
Or in the three-dot menu on the folder in which the content is saved:
From there, you’ll select delivery method, destination, and format, as detailed below.
Options before sending
Various options are available for delivery method, destination, and format before sending content, but those data options will differ depending on whether you’re sending an Explore, a Look, or a dashboard.
Choose a name
Give the content you’re sending a name in the Title field. The content’s title will be used in the email’s subject time, as well as in the file name, should you select an option that includes the content as an attachment.
Select a destination
This option is titled Where should this data go?, offering several destination options for data delivery. Each option will give you different formatting and delivery settings, which you can customize before sending. For details on each option, click on the links below.
After selecting a delivery option, a new field will appear where you can add specific details about that destination, such as an email address.
Choosing a data format
Each of the destinations listed above offers different data formatting options. For specific information on each, click on the corresponding link.
Applying filers to data deliveries
If your saved content has filters already in place, you can add filters to the particular data set you’d like to send. For example, when sending Centricity content to a team in a particular region, you may want to filter the data to include only the counties of interest to that team.
Once already in the “Send” or “Schedule” window, click Filters to review or modify the filters associated with the content of your data delivery. Changing these filter values in the “Send” or “Schedule” windows won’t change the filters on the content itself.