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 permitted to export workbooks. Learn about user account types

 

Email a Workbook without a Schedule

Prerequisite: Publish or discard any unsaved changes.

  1. In the workbook header, click the caret (▼) icon button to the right of the title.
  2. Select Send now....
    This will open the Send Now modal.
    Screen_Shot_2021-10-21_at_2.39.33_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

Prerequisite: Publish or discard any unsaved changes.

  1. In the workbook header, click the caret (▼) icon button to the right of the title 
  2. Select Schedule exports... from the menu.
    This will open the Schedule Exports modal.
    Screen_Shot_2021-09-20_at_1.26.42_PM_copy_2.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