BrizoSystem allows you to schedule Dashboards, Reports, and Insights to be automatically sent via email. This helps ensure the right information reaches the right people on time, without manual intervention.
Accessing the Scheduling Feature
Navigate to the page you want to schedule (Dashboard, Report, or Insight).
Click the Schedule icon or button at the top-right of the page.
Scheduling Options
You can configure the following settings for automated emails:
1. Frequency
Daily – Sends the selected item every day at the specified time.
Weekly – Sends on a selected day of the week.
Monthly – Sends on a selected day of the month.
2. Date and Time
Specify the exact time for the email to be sent.
For recurring schedules, the system will use this time for every delivery.
3. Recipients
Enter the email addresses of users who should receive the scheduled content.
Multiple recipients can be added and separated by commas.
4. Subject and Message (Optional)
Customize the email subject and a short message to provide context to recipients.
Managing Scheduled Items
All scheduled Dashboards, Reports, and Insights can be viewed, edited, or deleted from the Scheduled Items page.
Users can pause or resume schedules as needed.
Tips for Effective Scheduling
Double-check the recipient list to avoid missing critical users.
Use descriptive subject lines so recipients immediately know the content.
Review schedules regularly to ensure they are aligned with business reporting needs.
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