Email Reports

You can generate email reports for any Saved Exploration or Dashboard in Glean.

• How to send an email report
• Scheduling email reports
• What happens when reports fail
• Managing scheduled reports

How to send an email report

1. Go to the Saved Exploration or Dashboard you want to share.
2. Click the Share button on the top right.
3. Pick Send as Email from the dropdown.

When sending an email report:

• Specify a Subject of the report.
• Add the Email Addresses you want to send to. You can email a report to up to 25 recipients.
• Write an optional Message if you want. This will be included in the body of the email.

Options

For Saved Explorations, you have a couple of extra options:

1. Include chart image: This puts a picture of the chart in the email.
2. Include underlying data: This attaches the data as a .csv file. You can include up to 100,000 rows.

For Dashboards, the email always includes a full-length image of the dashboard.

Scheduling email reports

You can configure recurring email reports to be generated on a schedule by selecting Schedule recurring report at the bottom of the Share as Email form and then clicking Set Schedule.

On the next page, you can configure your report schedule:

1. Choose when you want the report sent:
   • Daily
   • Weekly
   • Monthly
2. Pick the time you want it sent at (all times are in Eastern Time).

What happens when reports fail

If there's a problem and data doesn't load:

• The email report won't be sent.
• An alert email is sent to the person who set up the report, letting them know there was a problem.

Managing scheduled reports

To check or change scheduled reports:

1. Click your project name at the top of the sidebar.
2. Go to Scheduled Reports (opens in a new tab).

From there, you can edit or delete the reports you've scheduled.