Scheduling email deliveries

Centricity users can schedule periodic email delivery of a dashboard, a Look’s visualization, or a Look’s data. You can send the data or visualization to one or more email addresses.

Creating and editing schedules

After starting a schedule, you’ll be prompted with a pop-up window with scheduling choices. The following sections explain each scheduling setting for email destinations. For a description of all scheduling options, see the main scheduling documentation page.

Naming your delivery

Name your delivery in the corresponding field at the top of the pop-up window. 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.

Delivering to email

Select “Email” in the “Where should this data go?” section. Your data or visualization will get delivered to a list of email addresses you specify. Emailed deliveries may not exceed 20 MB when delivered in email body and 15 MB when delivered as an attachment.

Learn more about other types of data delivery on the respective page for each destination option: Amazon S3 bucketSFTP, applications using a webhook, or one of several integrated services.

Choosing recipients

Enter the email addresses for recipients in “Who should it be emailed to.” Enter a single email address or multiple addresses separated by commas, then Add. The email addresses' domains must be allowed by your Centricity admins.

You have the option to include a custom message in the corresponding field.

Formatting the data

Select your desired data format in the corresponding field. Options for dashboards and Looks are listed below.

Formats for dashboards

  • PDF: The dashboard as a PDF attachment. The default layout displays tiles as they are arranged in the dashboard, but other layout and sizing options are available under “Advanced Options.”

  • Visualization: The visualization in the body of the email as a single image. The default layout displays tiles as they are arranged in the dashboard, but other layout options are available under “Advanced Options.”

  • CSV ZIP file: The unformatted data from the dashboard delivered as a collection of comma-separated values (CSV) files in a zipped directory.

Formats for Looks

  • Data Table: The data table in the body of the email in HTML.

  • Visualization: The visualization in the body of the email as an image.

  • CSV: The data table as a comma-separated text-file attachment.

  • XLSX: The data table as an Excel file attachment.

  • JSON — Simple: The data table as a JSON file attachment. In this format, Looker uses a dimension or measure’s field name as its rendered value rather than the field’s label.

  • Text: The data table as a tab-delimited text-file attachment.

  • HTML: The data table as an HTML file attachment.

Applying filters to the delivery

If you deliver a Look or dashboard with filters, you can filter the results delivered to each set of recipients. For example, you might send regional teams results filtered for their states or counties of interest.

Changing the filter options in the Send or Schedule windows does not change the filters of your Look or dashboard, only the data deliveries you’re editing.