Version: Yurbi v11
Role: Agent and higher
Permission: Agent with view permission to the report or dashboard
Accessing the Report
Click on the Library button, which is found next to the Home button.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/1-S5GFKuWP.png)
Choose between the Public or Private subsection.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Public_Private subsection-UTrOqjyl.png)
Select the folder where the report or dashboard is nestled in
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - choose a folder-nGUAklEI.png)
Locate the reports or dashboards you wish to export.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Sales Order Summary Locate--sACD5X_.png)
Sending via Run
Here is the 1st method to use when sending a report or dashboard via email. We use the Run option found in the action menu.
Click the down arrow at the end of a report.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Down Arrow-RBaTUHw0.png)
Select Run
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Run Report-rbtZuDIO.png)
Click on the Export icon
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - export icon from run-DgEPoKM2.png)
Select a format, then choose Export in Email.
![<i>Choosing export in email option gives you a](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Export Format Options-w_RotLbW.png)
Here is an in-depth article about exporting a report or dashboard
Sending via Schedule
Here is the 2nd method to use when sending a report or dashboard via email. We use the Schedule option found in the action menu
Click the down arrow at the end of a report.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Down Arrow-HNzCrmUR.png)
Click Schedule from the action menu
![<i>Choosing schedule gives you a repeating, regular email due to the option of frequency.</i>](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule from action menu-rIY3YfTM.png)
Here is an in-depth article about scheduling a report or dashboard
Sending via Share
Here is the 3rd method to use when sending a report or dashboard via email. We use the Share option found in the action menu.
Click the down arrow at the end of a report.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Down Arrow-Sa1nmqqD.png)
Click Share from the action menu
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Share option-BquspHwD.png)
Select Schedule
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule-Fm-5ILF5.png)
Here is an in-depth article about scheduling a report or dashboard
Or, Select Export
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Export icon-Yg6Xkr93.png)
Select a format, then choose Export in Email.
![<i>Choosing export in email option gives you a](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Export Format Options-dDyI30KE.png)
Here is an in-depth article about exporting a report or dashboard
Managing Scheduled Reports
To manage scheduled report, locate the User Menu found on the upper right beside the help icon.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - User Menu-SO4B1MD7.png)
Follow the steps under this article to be able to edit your scheduled report
Configuring Schedule Groups
To access this, locate the User Menu found on the upper right beside the help icon.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - User Menu-e1TDOWsU.png)
Select My Schedule
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - User Menu Schedule-GhaMw4Vn.png)
Click Schedule Group
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Groups-Kbz9X4ZA.png)
Click Create Group
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Create Group-meXFfFZu.png)
Type in Schedule Group Name
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Group Name-684n7rJt.png)
Configure the start on date, execution time and frequency of the scheduled group.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - When_ Execution_ Frequency-MlP4j38W.png)
Click Next
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Next Button-9Onyys1B.png)
Select your recipients.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Group Recipients-rRQ4ke7C.png)
To add a recipient, select them from the left panel and then click the right arrow. This will move them to the right panel and add them to receive the scheduled item.
![<i>Add one user from the left panel to the right panel</i>](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/arrow to right-rotwS0yZ.png)
![<i>Adds bulk or every user from the left panel to the right panel</i>](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/bulk arrow to right-HjFfuCL4.png)
To remove a recipient, select them from the right panel and click the left arrow. They'll be moved back to the left panel, effectively removing them from the recipients list.
![<i>Add one user from the right panel to the left panel</i>](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/arrow to left-BHysu6R7.png)
![Adds bulk or every user from the right panel to the left panel](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/bulk arrow to left-bRc98wxJ.png)
Click Next
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Next Button-j6JHOGtq.png)
Type in an Email Subject and Body
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Email subject and body-xp6jDbJo.png)
Click Next
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Next Button-ov2cdvXz.png)
Click Add Report
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Add Report-Pwze1KpT.png)
Select the folder where the report or dashboard you want to schedule is nestled in.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Group Folder Locate-WLlhZ67w.png)
Click on the report once located.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Group Report Selected-dYIzY7Sh.png)
Click Next
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Next Button-sJDmRwbc.png)
Select your format and configure the file name, if needed.
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Group Format--nSO7dv4.png)
Click Next
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Next Button-XuVDtkBl.png)
Preview your report and click Add
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Add-VdKOZtx-.png)
Click Finish to finalize the Scheduled Group Report
![](https://storage.simplebase.co/buckets/dmjRMZG182aQRJjS36l0jLEtkBM2/uploads/Library - Schedule Group Finish-x2CiOmSw.png)
Look at the Scheduled Groups to see if the group you’ve
added appear.
And there you have it! You now know how to send a report or dashboard via email using three methods!