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By default, if the report has a built-in dashboard, the dashboard will be emailed to the recipient. If the user wishes to include the full report in the email, he should select the "Report Attached" option. When this is the case, the user should select one of the following report formats: PDF, Excel, or CSV.
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In the event that the PDF file is larger than 20 x 2000 cells, the export button will be disabled (marked with a red dot) and a message will appear when the user hovers over the execution button. |
Step 5: Select The Data Aggregation
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Aggregated - Shows in one row a summary of the entire selected period
Daily - Each row represents a day
Weekly - Each row represents a week
Monthly - Each row represents a month
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Step 6: Email Settings
Ensure that only the Galooli users who should receive the results of the report are included in the email address list. Users can add multiple email addresses. Add the email address in the text box and click “Enter”.
Users can add scheduled emails from FTP.
Users will be able to enter their FTP information including username and password to allow us to grab all email recipients' information and populate the list of email recipients directly from the FTP.
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Only Galooli users can receive the results of the report/dashboard.
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The address list section has a limit of 20 e-mail addresses. If you wish to schedule the report to be sent to more than 20 email addresses, please create a rule in your email platform that will forward the schedule report to other email addresses (Outlook/Gmail) |
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| Info |
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In the event that FTP services are required for the benefit of scheduled reports, please see the following link - https://galooli.atlassian.net/wiki/spaces/KP/pages/3103621153/Galooli+API+Tools#FTP%2FSFTP |
Step 7: Save Wizard
Click “Save” to complete the process. Click “X” to abort without saving.
A small green calendar icon will appear at the right of the report once it has been completed
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Editing Scheduled Reports
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The asterisk next to a user's name indicates that they have requested to unsubscribe.
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Availability and Limitations
The schedule dashboard and reports will only be sent to Galooli users' email addresses.
The address list section has a limit of 20 e-mail addresses. If you wish to schedule the report to be sent to more than 20 email addresses, please create a rule in your email platform that will forward the schedule report to other email addresses (Outlook/Gmail)
A dashboard/report attached to an email cannot exceed 7.5MB in size. Attached files that exceed the size limit will be attached as download link (directly from the cloud).
