Summary of Content

Requirements
Email a Report
Send Notifications to Slack
Send Now - Send a Scheduled Export at any Time
Edit/Delete a Schedule
Set up a Custom Delivery Schedule
Table & Pivot Table PDF Export Formatting Options
      What are page sections?
      Show First 1k Rows
      Add Page Breaks
Related Resources

Requirements

Email a Report

Workbooks, their pages, and individual visualizations can be sent via email on a set schedule or as-needed basis. Learn how

Send Notifications to Slack

If the Slack integration has been enabled for your organization, you can send a scheduled or one-time Slack notification for your report. Learn how

Send Now - Send a Scheduled Export at any Time

  1. Click the caret (▼) button next to the workbook title.
  2. Select Schedule exports from the menu.
    This will open the Schedule Exports modal.
    Screen_Shot_2022-02-09_at_3.05.09_PM.png
  3. Click the vertical ••• button to the right of the schedule you would like to send.
  4. Click Send Now.

    Screen_Shot_2022-02-09_at_3.14.05_PM.png

Edit/Delete a Schedule

  1. Click the caret (▼) button next to the workbook title.
  2. Select Schedule exports from the menu.
    This will open the Schedule Exports modal.
    Screen_Shot_2022-02-09_at_3.05.09_PM.png
  3. Click the vertical ••• button to the right of the schedule you would like to send.
  4. Click Delete to delete the schedule or Edit to make changes to the schedule.

    Screen_Shot_2022-02-09_at_3.14.05_PM.png

Set up a Custom Delivery Schedule

If Sigma's default delivery options do not work for your needs, you can set up a custom cron for delivery time. To enter in the custom cron, specify the minute, hour, day (month), month and day (week). You can use this tool to help you write the correct cron expression.

To send a report at 1:05 AM on the first Monday of the quarter, you'd enter:

5 1 * 1/3 Mon

To send a report at 1:30 AM on the first of every month, you'd enter:

30 1 1 * *

 

Table & Pivot Table PDF Export Formatting Options

What are page sections?

Sections allow workbook editors to layout elements on workbook pages. 

All populated workbook pages contain one or more sections. Each section contains one or more elements. 

Example: The image below contains three sections.

Screen_Shot_2021-09-10_at_4.34.05_PM.png

Show First 1k Rows

By default, table and pivot tables in exported PDFs only display the number of rows that appear on the dashboard. If you would like to display more rows in your export, there is an option to show up to 1,000 rows per table.

When this option is selected, the table’s headers appear on every PDF page containing the table data.

This option must be set per page section. It requires the section to contain only a single table or pivot table element.

Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page. Learn more

  1. Open page's PAGE ELEMENTS editor panel.
    Screen_Shot_2021-09-10_at_4.08.08_PM.png
  2. Hover over the section containing your target table / pivot table, and click the vertical ••• icon button to open the section menu.
    Screen_Shot_2021-09-10_at_4.11.19_PM.png
  3. Select Export formatting Expand to first 1k rows.
    Note: A check will show beside Expand to first 1k rows if the option is already selected.
    Screen_Shot_2022-02-11_at_4.59.10_PM.png
    Want to test it? To see how the table looks on your export, send a one time export or use Send Now to test an existing schedule.

Add Page Breaks

You can customize the look of your exported PDFs by adding page breaks after any section in your dashboard.

  1. Open the editor panel's PAGE ELEMENTS view to your target workbook page, accessible by clicking the page tab.
    Screen_Shot_2021-09-10_at_4.08.08_PM.png
  2. In the editor panel, hover over the section containing your target table / pivot table, and click the vertical ••• icon button to open the section menu.
  3. In the section menu select Export formatting > Page Break After Section.
    Note: A check will show beside Page Break After Section if the option is already selected.
    Screen_Shot_2022-02-11_at_4.59.10_PM.png

Now what?

  • To see how the table looks on your export, send a one time export
    or
  • use Send Now to test an existing schedule.
    Note: These page breaks will be automatically be applied to your next export.

Related Resources

Manage Your Schedules
Send a Workbook via Email
Send Slack Notifications
Conditionally Scheduled Reports
Apply Control Values to Scheduled Reports