Set up Dashboard Subscriptions

You can subscribe to any dashboard to receive a regular snapshot via email. This is useful for sharing progress with stakeholders or for getting a high-level summary delivered to your inbox.

Subscribe to a Dashboard

Subscriptions are managed on a per-dashboard basis. Follow these steps to schedule email notifications.

1. Navigate to Dashboards and open the specific dashboard you want to subscribe to.

   

2. In the top-right corner of the dashboard, click the Subscribe button.

   

3. In the Subscribe to Dashboard dialog:
   • Configure your subscription: Toggle Subscribe to Dashboard to the on position.
   • Select the Frequency: Daily, Weekly, or Monthly.
   • Email: Add the email addresses of all recipients.
   • Select the time range: Choose the time range for the dashboard data (e.g., current quarter’s, last month’s).

   

4. Click Subscribe.

The subscription is now active. QEI will email a PDF of this dashboard to the specified recipients at the chosen frequency.

Manage or unsubscribe from a Dashboard

You can change the frequency, recipient list, or cancel a subscription at any time. Follow these steps to modify your dashboard subscription.

1. Go to the dashboard you are subscribed to.

2. Click the Subscribed button in the top-right corner.

   

3. To edit the subscription:
   • Change the frequency, email list, or data time range, then click Subscribe to save your changes.

   

4. To unsubscribe the dashboard:
   • Toggle Subscribe to Dashboard to the off position. Click Disable. The subscription will be deactivated.