Dashboard Reminder
Introduction
Feature(s)
Dashboard charts can be pushed regularly to people who need to access to the data through Dashboard Reminder.
Application Scenarios
- Sales data can be regularly pushed to department managers every week.
- Quarterly data can be regularly pushed to company management.
Preview
A regular reminder is set on a dashboard as shown in the following image. When the time is reached, recipients will be reminded in a set method.
Plan Description
This is an advanced feature that requires the Standard or above plans. For details, contact our Sales Team.
Setting Procedure
Where to Set
Select a dashboard. Go to Extension and turn on the button under Reminder.
Reminder Settings
You need to set several items which are shown in the following picture and click Save.
Reminder settings include:
Setting Items | Content |
Start Time | It means when the reminder will be sent. |
Frequency | The reminder will only be pushed once when the set time is reached; if there is a recurring cycle, the reminder will be repeated according to that period. |
End Time | The reminder will be repeated periodically until the end time. (If no repeat reminder is set, none of this setting item will be displayed.) |
Recipients | Recipients can be departments, members, and roles. |
Content | A description of the regular reminder for this dashboard. |
Method | It means how reminders will be pushed. |
Frequency
Frequency includes fixed frequency and custom frequency.
1. Fixed Frequency
Fixed frequency includes: Only Once, Daily, weekly, Biweekly, Monthly, and Annually.
Start Time | Frequency | End Time | Meaning |
2019/02/14 15:00:00 | Only Once | / | Push the reminder only once at 15:00 on February 14, 2019. |
2019/02/14 15:00:00 | Daily | 2020/12/31 23:59:59 | Push a reminder at 15:00 on February 14, 2019, and once a day thereafter (the next reminder will be pushed at February 15, 2019 at 15:00, and so on) until 2020/12/31 23:59:59. |
2019/02/14 15:00:00 | Weekly | 2020/12/31 23:59:59 | Push a reminder at 15:00 on February 14, 2019, and once a week thereafter (the next reminder will be pushed at February 21, 2019 at 15:00, and so on) until 2020/12/31 23:59:59 |
2019/02/14 15:00:00 | Biweekly | 2020/12/31 23:59:59 | Push a reminder at 15:00 on February 14, 2019, and once biweekly thereafter (the next reminder will be pushed at February 28, 2019 at 15:00, and so on) until 2020/12/31 23:59:59 |
2019/02/14 15:00:00 | Monthly | 2020/12/31 23:59:59 | Push a reminder at 15:00 on February 14, 2019, and once a month thereafter (the next reminder will be pushed at March 14, 2019 at 15:00, and so on) until 2020/12/31 23:59:59 |
2019/02/14 15:00:00 | Annually | 2021/12/31 23:59:59 | Push a reminder at 15:00 on February 14, 2019, and once a year thereafter (the next time will be at 15:00 on February 14, 2020, and so on), until 2021/12/31 23:59:59 |
2. Custom Frequency
Custom frequency includes Weekly and Monthly.
- Weekly
If you choose Weekly, you can set reminders for which day or days of the week. For example, you can set a reminder only for weekdays
- Monthly
Reminders can also be pushed on a fixed day or few days of each month. For example, you can select a few fixed days of the month which are employee activity days. Reminders will be pushed on these days every month.
The date settings for monthly reminders are divided into Specified Date and Relative Date.
- Specified Date: You can select a specified day or several days of the month to be reminded. (If a reminder is set on the 31st of each month, no reminder will be pushed when there are only 30 days this month)
- Relative Date: You can set a reminder on the last calendar day. In other words, if a month has only 30 days, then the reminder will be pushed on the 30th day; if a month has 31 days, then it will be pushed on the 31st day.
End Time
Despite of frequency, you also need to set an end time.
Once an end date is set, there will be no more reminders after this date.
Recipients
Recipients can be the head of the department responsible for the data, or a project leader. They can only be internal members.
Content
Content is the title of the reminder. It can help recipients clarify the source and content of the reminder.
Method
Reminder can only be pushed to internal members.
The following image shows the text style of the email reminder.
You need to input complete email information in My Profile to receive mail reminders.
Save and Close
After all settings are done, click Save. If you don't want to be reminded anymore, you can also turn off the reminder.
If you want to make the reminder work, you also need to save the entire dashboard.
Notes
- Only one scheduled reminder task can be set on one dashboard.
- When copying the dashboard, the timing reminder of the dashboard will not be copied.