Offline Reports: Emails, Webhooks & Slack

Reports can be scheduled with dashboards as PDF attachments and/or CSV attachments and can be sent to one or more channels: Emails, Webhook or Slack.

  1. To access click on the Settings option from the left hand menu --> Email Reports.

  2. Select one or more dashboards to send from the dropdown below as PDF. Tip: To set a custom header/footer to the PDF, add the HTML Header/Footer in the dashboard settings.

  3. For CSV attachments, click on Add CSV Attachment. Select the dataset and the name associated to that dataset. If you wish to transform the data from the dataset use the optional Cloud9QL query box.

  4. Specify a schedule to send the report on.

  5. Choose delivery method:

    Emails : Add in the Email subject, Senders (comma separated emails) and email body (text or HTML).

    Webhooks: Add in the API end point that can accept a multipart request for attachments.

    Slack: Send attachments to one or more Slack channels.

Email Report

PDF export of Dashboard

User can export dashboard as PDF file at any time. When user is logged in and have opened dashboard, navigate to top-right menu "Share", then click "Export as PDF" button to download PDF file. Generating of PDF could take some time before downloading.

If user is an "view-only" user then it doesn't have "Share" button on top bar, but have separate "Export as PDF" button at top bar.

If dashboard is shown as embedded OEM dashboard (see Embedding/OEM), and it is configured to show header bar and action buttons, then one of the button is "Export to PDF" will export dashboard to PDF file.

Email Reports

The following action mode allows you to attach results(PDF attachments and/or CSV attachments) of the reports section to the chosen email.

Below is a test sample of how the common setup looks like and the email that's actually sent to the specified account.

Email Action

Email Action Result

Webhook

The following action mode allows you to attach results(PDF attachments and/or CSV attachments) of the reports section to the endpoint of your own application. The endpoint should be able to accept multipart form data as the results are sent separately as files of different content.

 content-type of application/pdf for dashboard results;
 content-type of text/csv for dataset results;

The following service provides you with free functional testing and validation facilities of the structure and content of the requests that'll be sent to your real endpoints.

 https://requestbin.fullcontact.com/

Below is the test sample of how the common setup looks like and the requests that're actually sent to the specified url

Webhook Action

Webhook Action Results

Slack

The following action mode allows you to attach results(PDF attachments and/or CSV attachments) of the reports section to the list of public channels of your slack workspace together with an alert message.

Below is the test sample of how the common setup looks like and the results that're actually sent to the specified slack channels

Slack Action

Slack Action Results