Schedule the export and distribution of an indicator
Schedule an indicator to automate its distribution.
Before you begin
This feature requires the licensed version of Performance Analytics.
Note: This feature currently does not support Data snapshots indicators.
Role required: pa_power_user, pa_admin, or admin
Procedure
Navigate to All > Platform Analytics Administration > Schedules > Scheduled Indicators.
Select New.
Complete the form as follows:
| Field | Description |
|---|---|
| Indicator | Select the indicator that you want to export. |
| Breakdown | Select a breakdown to filter the indicator scores. |
| Element | If you selected a breakdown, select a breakdown element to show only scores associated with that element. |
| Chart | Select this checkbox to include the scores visualization in the PDF. The visualization is the same as displayed on the indicator Analytics Hub. |
| Breakdowns | Select this checkbox to include the scores for each breakdown and breakdown element in a table at the bottom of the PDF. If you have selected a Breakdown and Element, the breakdowns displayed at the bottom of the PDF are 2nd-level breakdowns. |
| Users | Users who should receive the indicator. To receive indicators, users must have an Email address defined and have Notifications set to Enable in their user records. |
| Groups | Groups that should receive the indicator. |
| Email addresses | Email addresses of users who should receive the indicator but who are not in the system. |
| Active | Check box that enables \(selected\) or disables \(cleared\) scheduling for the indicator. |
| Run | Frequency for exporting the indicator. |
| Time | Time of day to export the indicator. |
| Conditional | Check box that displays (selected) or hides (cleared) the Condition field, which allows you to specify conditions under which the indicator is exported. |
| Condition | User-created script that checks for certain conditions to be true before exporting the indicator. This field is visible only when Conditional is selected. |
| Subject | Text that appears in the subject line of the distribution email. |
| Introductory message | Additional message that is delivered with the indicator. |
| Include with | Additional scheduled indicators to send. |
| Orientation | Select the page orientation, Landscape or Portrait. |
| Zip output | Select this check box to send the indicator as a zip file. |