Apply Control Values to Scheduled Reports

IMPORTANT: This document is specific to Sigma's new Workbooks feature.

When you create email export and/or Slack notification schedules, you can choose to apply control values directly to the scheduled report. 

 

Summary of Content

Requirements
Using Controls in Schedules
Related Resources

Requirements

  • To use this feature, you must be an Explorer, Creator, or Admin or be assigned a custom account type permitted to export workbooks. Learn about user account types

Using Controls in Schedules

  1. Click the menu (▼) icon in the workbook header.
  2. Select Schedule exports....
    This will open the Schedule Exports modal.
    Screen_Shot_2021-10-21_at_12.17.49_PM.png
  3. Select an existing schedule or click Add Schedule.
  4. Under Destination, select Email or Slack. Then complete the fields required for that schedule type.
    Screen_Shot_2021-10-21_at_12.19.50_PM.png
  5. Under Repeat by, select a schedule.
    Screen_Shot_2021-10-21_at_12.28.34_PM.png
  6. Under Controls, click + Select Control.
  7. Select one of the workbook's existing controls from the menu.
    The control will appear in the modal.
    Screen_Shot_2021-10-21_at_12.37.29_PM.png
  8. To the right of the control label, input the value(s) you would like to apply for the schedule.
    Screen_Shot_2021-10-21_at_12.39.50_PM.png
  9. [optional] Click + Select Control again to add additional controls.
  10. Under Send, select your preferred send conditions. Learn more.
    Screen_Shot_2021-10-21_at_12.43.09_PM.png
  11. Click Create Schedule / Save Schedule.

Related Resources

Send and Schedule Workbooks
Conditionally Scheduled Reports