Workbooks, their pages, and individual visualizations can be sent via email on a set schedule or as-needed basis. Each workbook can support multiple schedules.

Organization admins may choose to restrict exports to select domains.

Summary of Content

Requirements
Email a Workbook without a Schedule
Schedule an Emailed Report
Related Resources

Requirements

To use this feature, you must:

    • be an Explorer, 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

 

Email a Workbook without a Schedule

Important: To include drafted changes in the export, publish before sending.

  1. Click the caret (▼) button next to the workbook title.
  2. Select Send now.
    This will open the Send Now modal.
    Screen_Shot_2022-02-09_at_3.37.23_PM.png
  3. The Destination will be set to Email.
    Screen_Shot_2021-10-21_at_2.43.46_PM.png
  4. Under To, enter your target email address(es). Separate multiple addresses with commas.
  5. [optional] Enter a Subject line.
  6. [optional] Add a message under Email Body.
  7. Under Attachment, select the workbook page or data element you want to export.
    Screen_Shot_2021-10-21_at_2.47.07_PM.png
  8. Under Formatted as, select an export format: PDF, CSV, Excel, or Inline.
    Note: Available format options depend of your Attachment choice.
  9. If you choose PDF formatting, select a Layout: portrait or landscape.
  10. [optional] Select Include workbook link.
  11. [optional] Select Run queries as recipient. If selected, the results a recipient sees will be dependent on their Sigma data access permissions.
  12. Click Send.
    Screen_Shot_2021-10-21_at_2.56.15_PM.png

Schedule an Emailed Report

Important: To include drafted changes in the export, publish before sending.

  1. Click the caret (▼) button next to the workbook title.
  2. Select Schedule exports.
    This will open the Schedule Exports modal.
    Screen_Shot_2022-02-09_at_3.43.49_PM.png
  3. If this is the workbook's first schedule, click Add Schedule.
    Screen_Shot_2021-10-21_at_3.00.30_PM.png
    If one or more schedules already exist, click + New Schedule.
    Screen_Shot_2021-10-21_at_2.59.13_PM.png
  4. The New schedule dialog will appear.
    Your Destination will already be set to Email.
    Screen_Shot_2021-05-31_at_6.53.14_AM.png
  5. Under To, enter your target email address(es). Separate multiple addresses with commas.
  6. [optional] Enter a Subject line.
  7. [optional] Add a message under Email Body.
  8. Under Attachment, select the workbook page or data element you want to export.
  9. Under Formatted as, select an export format: PDF, CSV, Excel, or Inline.
    Note: Available format options depend of your Attachment choice.
  10. If you choose PDF formatting, select a Layout: portrait or landscape.
  11. [optional] Select Include workbook link.
  12. [optional] Select Run queries as recipient. If selected, the results a recipient sees will be dependent on their Sigma data access permissions.Screen_Shot_2021-10-21_at_3.04.22_PM.png
  13. Under Repeat by, select a schedule.
    Screen_Shot_2021-10-21_at_3.07.42_PM.png
  14. [optional] Click the + Select Control button to use controls available in the workbook specifically for your scheduled report. Learn more
  15. Under Send, select your preferred send conditions. Learn more
  16. Click Create Schedule.

Related Resources

Send and Schedule Workbooks
Conditionally Scheduled Reports