Naming schedules and setting recurrence

Once you’ve reached the schedule and send window, you’ll have a few options for how you’d like your delivery to appear and where you’d like it to go. This page outlines how to change the name of your delivery and set the recurrence of its delivery. See the Delivery destinations documentation page for more details on where you can send data deliveries.

Naming a delivery

The top of the schedule and send window shows the name automatically given to the delivery. The name defaults to the dashboard’s name. To edit the delivery’s name, click the name (indicated by the dotted underscore), and make your edits:

Depending on the destination of your delivery, the title may also appear in other places:

  • For email deliveries, the title is used for the email’s subject line and as part of the filename if you select a format that uses an email attachment.

  • For webhooks, the title is included in the webhook payload under the Title field.

  • For deliveries to an Amazon S3 bucket, the title is used in the filename of the delivery and in any error emails that are sent. The filename of the delivery follows the format TITLE_TIMESTAMP_HASH, where HASH is a random six-character identifier and TIMESTAMP follows the pattern YYYY-MM-DDTHHMM (for example, the timestamp portion would look like 2019-05-31T0933 for May 31, 2019 at 9:33 AM).

  • For SFTP deliveries, the title is included in the filename of the delivery. The filename of the delivery follows the format TITLE_TIMESTAMP_HASH, where HASH is a random six-character identifier and TIMESTAMP follows the pattern YYYY-MM-DDTHHMM (for example, the timestamp portion would look like 2019-05-31T0933 for May 31, 2019 at 9:33 AM).

  • For deliveries to integrated services that generate a file attachment, the title is included in the filename of the delivery.

Recurrence

Customize the timing of your delivery in the Recurrence section.

Send now

If you select Send now from the Recurrence drop-down menu, a one-time delivery of the dashboard will be sent once you fill in the required fields and click the Send now button at the bottom of the window.

Time-based and date-based schedules

Select one of the following options from the Recurrence drop-down menu:

  • Monthly

  • Weekly

  • Daily

  • Hourly

  • Minutes

  • Specific months

  • Specific days

The timing options change depending on the option you’ve chosen. For example, here are the setting options when you select Specific months:

Here are the settings when you select Hourly:

The TimeStart, and End fields use a 24-hour clock. If the time you want is not available in the drop-down menu, click within the field and manually enter your desired time, such as 9:15, 15:37, and so on.

Hourly and Minutes schedules repeat daily within the Start and End timeframe you set. The end time for Hourly and Minutes intervals is not inclusive. The last delivery will be sent at the last selected interval prior to the specified end time. For example, if a dashboard is scheduled Hourly between 12:00 a.m. and 11:00 p.m., it will be sent on the hour, every hour, from 12:00 a.m. to 10:00 p.m. Or, if a recurrence is every 30 minutes between 12:00 a.m. and 11:00 p.m., the last delivery will be sent at 10:30 p.m.



 

 

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