Export Jobs: Overview

An export job generates a PDF version of the selected dashboard and emails it to the specified recipients. A schedule lets you repeat the delivery automatically. For example, a job can send a team regular reports on dashboard metrics without manually exporting the dashboard and sending an email.

A job stores the dashboard, recipients, email subject, filter settings, and schedule. You can create multiple jobs for one dashboard to send different reports or reach different recipients.

Use the Export button on the dashboard page to download a PDF once. For details, see PDF Export. To send a PDF by email, use an export job.

Contents

• Accessing Export Jobs
• Job List
• Job Actions
• Job Parameters
• Creating and Configuring a Job

Accessing Export Jobs

Export actions are available in the dashboard's actions menu in the dashboard list and in the menu next to the Export button on the dashboard page.

Element	Purpose	How to Use / Result
Create Export Job in the dashboard list	Create a mailing for the dashboard	Opens the form with the dashboard selected
Create Scheduled Export on the dashboard page	Create a mailing from the dashboard view	Opens the same form with the dashboard selected
View All Jobs	View jobs for the selected dashboard	Opens the job list filtered to that dashboard

Job List

The Export Jobs section lets you find jobs, check their status, and manage delivery. The number in the heading shows how many jobs match the filters. By default, jobs are sorted by name in ascending order.

Search and Filters

Element	Purpose	How to Use / Result
Search field	Find jobs	Narrows the list by the entered text
Tags	Filter by tag	Shows jobs with the selected tags
Status	Filter by job status	Helps find enabled or disabled jobs
Dashboards	Filter by dashboard	Shows jobs for the selected dashboards; the filter is already set when you use View All Jobs
Create	Create a job from the list	Opens the job parameters form
Rows per page and page controls	Adjust and navigate the list	Let you choose the number of rows and move between pages

Table Columns

Element	Purpose	How to Use / Result
Colored dot next to the name	Scheduled run status	Green means the job is enabled; red means it is disabled. A tooltip provides the status
Name	Job name	Helps distinguish jobs for the same dashboard, for example by recipient or frequency
Tags	Job labels	Used for grouping and filtering
Dashboard ID	Dashboard associated with the job	Identifies which dashboard is exported
Run Schedule	Conditions for automatic runs	Shows the configured interval or Cron expression
Execution Statistics	Results of recent runs	Five indicators show available information about executions
Row actions button	Manage the selected job	Opens the actions menu

Execution Statistics

Element	Purpose	How to Use / Result
Green indicator	Successful execution	The run completed successfully
Blue indicator	Execution in progress	The run result is not yet available
Red indicator	Execution error	The run failed; click to view details
Yellow indicator	Warning	Click to view warning details
Gray indicator	No execution information	This indicator does not establish whether the run succeeded

An execution indicator's tooltip shows the status and start time when available.

The green job-status dot and green execution indicator mean different things. The dot shows whether the schedule is enabled and can be green or red. The execution indicator shows the result of a particular run.

Job Actions

Element	Purpose	How to Use / Result
Edit	Change parameters	Opens the existing job's form
Run Job	Run manually	Starts the job without waiting for the schedule; for example, to test email delivery
Enable / Disable	Manage automatic runs	Enables or disables scheduled runs
Tags	Group jobs	Opens tag settings for the selected job
Permissions	Manage access	Opens permission settings for the job
Delete	Delete the job	Removes the job from the list

The available actions depend on permissions to modify the job.

Job Parameters

The Job Parameters form is used to create and edit jobs. Required fields are marked with an asterisk.

General

Element	Purpose	How to Use / Result
Job Name	Name shown in the list	Required; a descriptive name helps distinguish one mailing from another
Dashboard	Source of the PDF report	Required; when the form is opened from a dashboard, it is already selected but can be changed

Recipient Settings

Element	Purpose	How to Use / Result
Select from Mailing Group	Switch recipient selection method	Lets you select an existing group instead of entering addresses manually
Recipient Group	Select a recipient group	Addresses in the selected group appear in To; this field cannot be edited manually in this mode
To	Email recipients	Required field that accepts multiple addresses. Each address appears as a separate item. Only email addresses are accepted
From	Sender settings	System uses the system sender; the other option lets you select a configured SMTP connection
Subject	Subject of the report email	Required; helps recipients recognize the mailing

Filter Settings

The Filter Settings section is hidden until a dashboard is selected. After selection, it displays fields that determine which data appears in the exported dashboard. Unset fields use their default values. Changing the dashboard may change the available filters and their values.

The filters for each dashboard panel are grouped in a separate bordered block. If a panel has a name, it appears as the block heading without additional text. If it has no name, the block displays only filter fields and no heading.

Element	Purpose	How to Use / Result
Dashboard panel filter block	Group filters for one panel	Contains that panel's filter fields; a heading appears only if the panel has a name
Filter fields	Filter report data	Let you set filter values for this job; each field's type matches its filter type
No-filters message	Explain an empty section	Displays No Filters in Dashboard; add filters in the dashboard editor

Schedule

Element	Purpose	How to Use / Result
Schedule Type	Choose how to define the schedule	Interval repeats after a specified period; Cron Expression defines a schedule with an expression
Start Time	Start of an interval schedule	Sets the initial date and time
Period	Interval between runs	Used with the Unit field
Unit	Period unit	Minutes, hours, or days
Cron	Define a schedule with an expression	Contains the expression for scheduled runs
Offset in Seconds	Shift the run time	Additional schedule offset; defaults to 0

When you switch schedule types, the schedule fields revert to their default values.

Form Buttons

Element	Purpose	How to Use / Result
Save	Save settings	Creates the job or saves changes to an existing job
Cancel	Exit without saving	Closes the form

Creating and Configuring a Job

For steps to fill in the form and test email delivery, see Creating and Configuring an Export Job.