Overview 

1.   Open your Dashboard from the Dashboards section.

2. Select the Dashboard     

3. In the dashboard header, click the Share button. A dropdown menu will appear with two options:

   •  Share to Users — share the dashboard with other platform users

   •  Schedule Report via Email — set up automated email delivery

4.   Click Schedule Report via Email. The Schedule Report Email window will open.

You can create multiple schedules (e.g., a daily report for your operations team and a weekly summary for leadership) from the same Schedule Report Email window

Creating a New Schedule Report

Configure Basic Details

1. From Address- The email address from which the report email will be sent. This is typically a verified system address (e.g., feedback@surveysensumuser.com). Contact the SurveySensum team to customize this address.
   
2. From Name - The display name that will appear as the sender in the recipient's inbox. 
   
3. Send To- Enter one or more recipient email addresses. Type an email address and press Enter to add it. You can add multiple recipients to the same schedule.

Set Schedule & Frequency

  

1. Schedule- Select the delivery frequency from the dropdown:

1. Time of Day- Set the exact time (hour, minute, AM/PM) when the email should be sent on the scheduled day(s).
   
2. Skip Weekends? - Toggle this on if you want to skip delivery on Saturdays and Sundays (available for Daily schedules). When enabled, no report will be sent on weekend days.
   

Compose the Email

1. Subject- Enter the subject line for the scheduled email. This is what recipients will see in their inbox before opening the email.
2. Attachment- The dashboard report is automatically attached as a PDF file. Recipients can open and view the complete dashboard snapshot directly from the attachment.
3. Email Body- Use the built-in editor to compose the body of the email. The default message includes a greeting and a PDF download link. You can customize the text, add formatting, insert images, or modify the message to match your brand voice.
   
1. PDF Attachment – Automatically sends the dashboard snapshot as a PDF file; best for sharing static reports with stakeholders who don’t have platform access.
2. HTML – Allows you to edit the email in HTML format; useful when you want full control over custom layouts or branded email templates.

Finalizing the Schedule

Once all fields are filled in:

1.    Review all fields — sender details, recipients, frequency, time, data window, and email content.

2.    Click Test Email to verify the email looks correct.

3.    Click Schedule Email to save and activate the schedule.

 

The new schedule will now appear in the Schedule Report Email window list and will run automatically at the configured time.

Managing Existing Schedule Reports

This page allows you to view, track, and control all created report schedules in one place, including monitoring delivery status, updating configurations, and managing actions like edit, history, or delete

Edit Schedule – Update recipients, timing, or content when reporting needs change (e.g., adding a new stakeholder or changing frequency).

View History – Check past executions to verify if reports were delivered successfully or troubleshoot failed emails.

Delete Schedule – Remove outdated or no longer required reports to keep schedules clean and relevant.

Multiple Schedules – Create and manage different schedules for different teams (e.g., daily ops report vs weekly leadership summary).

Latest Run / Next Run – Quickly track when the report was last sent and when it will be sent next to ensure timely delivery.

View Execution History

Click the History (clock) icon next to a schedule to view its complete execution log. The history view shows

1. Action Status- Indicates whether the scheduled email was delivered successfully (shown as 'Success' in green) or if it encountered an error
2. Executed On- The exact date and time when the schedule ran and the email was sent.
3. Next Run- The date and time of the next scheduled delivery for this report.
4. Email Notify - The email address(es) that received the report during that execution