How do I share a scheduled dashboard report?

You can now share dashboard reports (links, PDFs, PNGs) via email on a schedule. For example, you can choose to send a dashboard report every week or on the first day of every month at any specified time. This is especially useful for dashboards that contain routine monitoring indicators that you need to communicate to internal and external stakeholders periodically.

To schedule a dashboard report:

1. Go to the dashboard of your interest
2. Click on ‘Share’ and select ‘Schedule Report’
3. Click on ‘CREATE NEW REPORT’
4. Enter the following details:

• the date you would like the dashboard report to be generated (e.g. Weekly, every Monday at 8.00)
• recipients’ email addresses or the platform’s user group’s name (e.g. ‘Malaria Case Team’)
• your message to the recipients

5. Tick the boxes at the very bottom if you would like to attach the dashboard as an image or PDF.

Updated on: 24/09/2025