📤Scheduled Exports

Overview

Scheduled Exports in Sprinkle allows you to automate the delivery of reports and dashboards to specified recipients at regular intervals. This feature saves time and ensures timely access to critical data.

Creating a Scheduled Export for a dashboard

1. Navigate to the Scheduled Exports modal: On the dashboard, under more options, click on "Scheduled exports".

2. Click "Add New Export": This action opens the "Add Scheduled Export" modal.

3. Provide Essential Details:

   • Name: Assign a descriptive name to the scheduled export.

   • Channel: Select the desired delivery channel (currently, email is supported).

   • Recipients: Specify the email addresses of recipients. You can manually enter addresses or select from a dropdown of registered Sprinkle users.

   • cc: Specify the email addresses you want to keep in cc. If RLS is applies it will work in following ways:

     • CC recipients will only receive the exported email if:

       • Their RLS permissions are equal to or broader than the "To" recipients.

     • If a CC recipient has lesser access than the primary recipient, the export will not be sent to them.

   • Frequency: Define the export frequency:

     • Daily: Set the specific time for daily exports.

     • Weekly: Choose specific days of the week and the time for exports.

     • Monthly: Select a specific date and time for monthly exports.

   • Attachments: Select desired attachment formats (currently, CSV & PDF are supported).

   • Dashboard filter: Here you can configure the existing filters to what you want to export the dashboard with.

   • Message: Customize the email subject and body. You can use variables like {{DateAndTime}} to include dynamic information.

   • Options: Choose whether to include a report link and a data preview in the email.

4. Save and Schedule: Click "Save" to create the scheduled export.

Managing Scheduled Exports

The Scheduled Exports page provides an overview of all created exports. You can:

• View Export Details: Click on a specific export to see its configuration.

• Send Now: Manually trigger an immediate export.

• Pause/Resume: Temporarily stop or restart an export.

• Edit: Modify export settings.

• Delete: Remove an export.

RLS in Scheduled Exports

If all/any of the reports that have been used to create the dashboard, have RLS applied, the scheduled export will respect the RLS rules, ensuring that recipients only see the data they are authorized to access for those particular tiles.