Send and Schedule Workbooks
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
Pause a Scheduled Export
Auto-Paused Scheduled Exports
Related Resources
Requirements
- To send or schedule workbook content, you must:
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be a Creator or Admin or be assigned a custom account type with the appropriate permissions.
- have Can Edit or Can Explore access to the individual workbook
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- To format pages prior to PDF exports, you must have Can Edit access.
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
- Click the caret (▼) button next to the workbook title.
- Select Schedule exports from the menu.
This will open the Schedule Exports modal.
- Click the more ••• menu to the right of the schedule you would like to send.
- Click Send Now.
Edit/Delete a Schedule
- Click the caret (▼) button next to the workbook title.
- Select Schedule exports from the menu.
This will open the Schedule Exports modal. - Click the more ••• menu to the right of the schedule you would like to send.
- Click Delete to delete the schedule or Edit to make changes to the schedule.
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.
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
- Open page's PAGE ELEMENTS editor panel.
- Hover over the section containing your target table / pivot table, and click the vertical ••• icon button to open the section menu.
- 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.
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.
- Open the editor panel's PAGE ELEMENTS view to your target workbook page, accessible by clicking the page tab.
- 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.
- 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.
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.
Pause a Scheduled Export
Users can manually pause & resume scheduled exports.
- Click the caret (▼) button next to the workbook title.
- Select Schedule exports from the menu.
This opens the Schedule Exports modal. - Click the more ••• menu under the Actions column and click Pause.
- In the Status column, the status changes to Paused.
- To resume an export, repeat the steps above but choose Resume from the more ••• menu.
Auto-Paused Scheduled Exports
If a Scheduled Export fails more than 5 times in 7 days +, and none of the exports succeed, Sigma will pause the export and the user will receive an email notification.
Users can manually resume the export. Under the Status column, you will see Paused with an exclamation. To resume the paused export, choose Resume from the more ••• menu in the Actions column.
The email notification contains the message below:
Document export failed. Sigma has paused one of your scheduled exports. Please use the below link to the workbook to check details.
Related Resources
Manage Your Schedules
Send a Workbook via Email
Send Slack Notifications
Conditionally Scheduled Reports
Apply Control Values to Scheduled Reports