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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. Add the email address in the text box and click “Enter”.
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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