Scheduling dashboard deliveries

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<p id="docs-hc-snippet" style="display: none;">After you share a dashboard, you can notify users of updates by automatically emailing the latest version on a schedule you configure. In this article, you'll learn to email dashboards to other agents, admins, and groups. On Enterprise plans, you can alsoemail dashboards to end users.</p>
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<p class="p">After you share a dashboard, you can notify users of updates by automatically emailing the
latest version on a schedule you configure. In this article, you'll learn to email dashboards
to other agents, admins, and groups. On Enterprise plans, you can also <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408835716378" target="_blank">email dashboards to end users</a>.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic_gdc_hwc_3v__ul_xyx_y5z_mhb">
<li class="li"><a class="xref" href="#topic_iwv_gvz_mhb">Scheduling a dashboard delivery</a></li>
<li class="li"><a class="xref" href="#topic_byr_4h3_fvb">Reviewing and modifying an existing scheduled delivery</a></li>
<li class="li"><a class="xref" href="#topic_uw3_spn_nhb">Deleting a scheduled delivery</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_iwv_gvz_mhb">
<h2 class="title topictitle2" id="ariaid-title2">Scheduling a dashboard delivery</h2>
<div class="body">
<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> Following the recent acquisition of HyperArc, we are now working on
agentic analytics, the next generation of Zendesk analytics. This will include
state-of-the-art AI-assisted reports and dashboards. <p class="p">For this reason, you no longer
need to migrate your existing Explore dashboards to the new dashboard builder. If you’ve
already migrated, don’t worry. The new dashboard builder will remain live for the
foreseeable future, and you can continue to use it. </p>
<p class="p">Agentic analytics will be
available later in 2026. <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468673224474" target="_blank">Read more about agentic analytics</a>.</p>
</div>
</div>
<p class="p">After you <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831997466" target="_blank">open a dashboard</a>, you can schedule a delivery to one
or more groups. To create a schedule, you must have <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836002970" target="_blank">permissions to edit the dashboard</a>. </p>
<p class="p"><strong class="ph b">To schedule a dashboard delivery</strong></p>
<ol class="ol" id="topic_iwv_gvz_mhb__ol_vkt_1wz_mhb">
<li class="li">In an Explore dashboard that you have previously <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827282714" target="_blank">shared</a>, click <strong class="ph b">Share</strong> &gt; <strong class="ph b">Schedule delivery</strong>.<p class="p">On the
<strong class="ph b">Scheduled deliveries</strong> page, you'll see any delivery schedules you previously
configured.</p>
</li>
<li class="li"> Click <strong class="ph b">Schedule delivery</strong>.<p class="p"><img alt="Explore dashboard delivery schedule" class="image img-screenshot" id="topic_iwv_gvz_mhb__image_ykh_ypn_nhb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_delivery_1.png" width="450"></p>
</li>
<li class="li">On the <strong class="ph b">Schedule delivery</strong> page, configure the following options:<ul class="ul" id="topic_iwv_gvz_mhb__ul_bk4_lwz_mhb">
<li class="li">
<strong class="ph b">Frequency:</strong> Use the drop-down lists to configure the time and recurrence for
when each dashboard should be run.<p class="p">Note that the <em class="ph i">scheduled</em> time isn’t exactly
the same as the <em class="ph i">delivery</em> time. The scheduled time of a dashboard is the point
in time at which the dashboard’s reports are calculated using the data that's
currently synced in Explore. Meaning, if you schedule a dashboard for 9 AM,
recipients might not get the dashboard until sometime after 9 AM, but the reports
they see when they do get the dashboard will reflect the data that existed in
Explore as of 9 AM. </p>
<p class="p">For complex reports or large sets of data, it might take
some time for the data to be calculated and sent before the dashboard reaches
recipients.</p>
<div class="note note" id="topic_iwv_gvz_mhb__note_mth_mwh_krb">
<span class="notetitle">Note:</span> If you're scheduling a dashboard that
should return data for the entire previous day, make sure to schedule it for 2 AM or
later. <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408820703386" target="_blank">Explore's data sync</a> can take up to two hours
to complete, so scheduling your delivery for 2 AM ensures that the previous day's
data has fully synced before the dashboard is sent.</div>
</li>
<li class="li">
<strong class="ph b">Run for:</strong> From the drop-down list, select for how long you want to share the
dashboard. You can select up to 12 months in the future.<p class="p">The person who created the
schedule and all Explore admins will receive two reminders when your schedule is
nearing expiration: one week before and one day before the expiration date.</p>
</li>
<li class="li">
<strong class="ph b">Format:</strong> Select one or more delivery formats. Choose from:<ul class="ul" id="topic_iwv_gvz_mhb__ul_jxz_ysn_wmb">
<li class="li">
<strong class="ph b">CSV:</strong> Sends each report as a comma-separated values (.csv) file. The .csv
files for each tab are compressed as a .zip file.<div class="p">
<div class="note note" id="topic_iwv_gvz_mhb__note_ymp_2vn_ytb">
<span class="notetitle">Note:</span> Scheduled deliveries have an email attachment limit
of 25 MB. To avoid hitting this limit when scheduling large dashboards,
refrain from using both Image and PDF formats at the same time. If the size of
the scheduled dashboard exports are larger than 25MB, the export will be sent
in multiple emails. The emails will be marked sequentially in the subject
with, for example, 1/3, 2/3, 3/3. If any single export is larger that 25MB, it
will not be sent.</div>
</div>
</li>
<li class="li">
<strong class="ph b">Excel (formatted):</strong> Sends the dashboard as an Excel (.xlsx) file for each
tab.</li>
<li class="li">
<strong class="ph b">PNG:</strong> Sends the dashboard as an image (.png) file for each tab.</li>
<li class="li">
<strong class="ph b">PDF:</strong> Sends the dashboard as a single PDF (.pdf) file that includes all
tabs.</li>
</ul>
</li>
</ul>
<p class="p"><img class="image img-screenshot" id="topic_iwv_gvz_mhb__image_jph_sqn_nhb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_delivery_2.png" width="450"></p>
</li>
<li class="li">
<strong class="ph b">People or groups:</strong> Choose the groups or users to send the dashboard to. You can
begin typing a group or user name in the search box, and then select it once it's
displayed in the list.<p class="p">If you're using Explore Enterprise and want to schedule dashboard
deliveries to end users, you must first enable this for each user by adding the
<strong class="ph b">explore</strong> tag to their user profile. For details, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408835716378" target="_blank">Scheduling dashboard deliveries with end users</a>.</p>
<p class="p">You
cannot schedule dashboards to users with <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836002970" target="_blank">Limited viewer and Limited editor permissions</a>.</p>
</li>
<li class="li">When you're finished, click <strong class="ph b">Save</strong>.</li>
</ol>
<p class="p">The schedule you configured is displayed on the <strong class="ph b">Scheduled deliveries</strong> page.</p>
<p class="p">Recipients of scheduled deliveries are grouped by language and time zone, with one email
sent to each group.</p>
<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> If a scheduled delivery fails to export five times consecutively, the
schedule is automatically suspended and won't run again until you manually update it. To
resume a suspended schedule, open it from the Scheduled deliveries page, extend the
expiration date, and click <strong class="ph b">Save</strong>. This reactivates the schedule and resumes
deliveries. If the schedule continues to fail, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843597850" target="_blank">contact Zendesk Customer Support</a>.</div>
</div>
<p class="p">Recipients of the email will only see their own email address in the email "To" field. For
security purposes, the names of other recipients are hidden.</p>
<div class="p">
<div class="note note" id="topic_iwv_gvz_mhb__note_xtm_wpr_wwb">
<span class="notetitle">Note:</span> When an agent is downgraded, any scheduled deliveries they
created are immediately deleted and are no longer available for review on this page. For
more information, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408888690842#topic_dx3_t23_m5b" target="_blank">Downgrading and removing an agent</a>.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_byr_4h3_fvb">
<h2 class="title topictitle2" id="ariaid-title3">Reviewing and modifying an existing scheduled delivery</h2>
<div class="body">
<p class="p">From the dashboards library, you can review and modify scheduled deliveries. Admins can see
all scheduled deliveries, but editors can see only their own scheduled deliveries.</p>
<p class="p"><strong class="ph b">To modify a scheduled delivery</strong></p>
<div class="p">
<ol class="ol" id="topic_byr_4h3_fvb__ol_ets_qh3_fvb">
<li class="li">In Explore, click the <strong class="ph b">Dashboard</strong> icon (<img class="image" id="topic_byr_4h3_fvb__image_gly_vkj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png">) in the left sidebar. <p class="p">The <strong class="ph b">Schedules</strong> column shows
you the number of schedules a dashboard is included in.</p>
</li>
<li class="li">Find the dashboard you want to review the schedule for and select it to open it. </li>
<li class="li">Click <strong class="ph b">Schedule</strong>. </li>
<li class="li">On the <strong class="ph b">Scheduled deliveries</strong> page, click the edit icon for the schedule you want
to modify.<p class="p"><img alt="Explore dashboard delivery schedule" class="image img-screenshot" id="topic_byr_4h3_fvb__image_apx_kcs_ydc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_delivery_1.png" width="450"></p>
</li>
<li class="li">Make any changes to the delivery details or recipients as necessary. See <a class="xref" href="#topic_iwv_gvz_mhb">Scheduling a dashboard delivery</a> for
help.</li>
<li class="li">When you're done, click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_uw3_spn_nhb">
<h2 class="title topictitle2" id="ariaid-title4">Deleting a scheduled delivery</h2>
<div class="body">
<p class="p">You can delete a delivery you previously configured from the <strong class="ph b">Scheduled delivery</strong>
page.</p>
<ol class="ol" id="topic_uw3_spn_nhb__ol_uyz_gsn_nhb">
<li class="li">In Explore, click the <strong class="ph b">Dashboard</strong> icon (<img class="image" id="topic_uw3_spn_nhb__image_ecv_1lj_1cc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/Explore_dashboard_icon.png">) in the left sidebar. </li>
<li class="li">Find the dashboard you want to delete the schedule for and click to open it. </li>
<li class="li">In the dashboard, click <strong class="ph b">Share</strong> &gt; <strong class="ph b">Schedule delivery</strong>. </li>
<li class="li">In the <strong class="ph b">Scheduled deliveries</strong> click the trashcan icon for the delivery you want to
delete, then confirm the deletion.</li>
</ol>
<p class="p">The schedule is deleted and users will no longer receive emails.</p>
</div>
</div>
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