Schedule a report to email
Within MicroStrategy, it is possible to schedule a dossier / report to an email list.
- Click File → Schedule Delivery to Email.
- The following screen will pop up. You can define here multiple things:
Name: The name of the email subscription.
Schedule: From the Schedule drop-down list, select a schedule or event on which to deliver the report or document. Here you can define the timestamp when the report should be scheduled.
Note: the data warehouse will be refreshed around 6 CET. So for the most recent information, we would suggest to schedule around 7 CET.
To: Specify the user to send the report to:- Click on the To: button, the recipients browser will open.
If the email address is already in the recipients browser, you can add them by selecting the address and press the arrow to the right button. - If a user does not exist in the recipients list, we can easily add them by providing the Name, the email address.
- Hit OK and the addresses should be shown in the To box:
- Click on the To: button, the recipients browser will open.
Delivery format: keep this as PDF. Optionally you can also configure the PDF settings, like landscape mode, and add page headers and numbers
File Name: The name of the file
Subject: The subject of the email containing this report.
Message: Add an extra optional message with the email.
Check "Send a preview now" to test the email subscription.
Press OK to save the email subscription.