Saving and Scheduling Reports

2min

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Suppose you are looking to send metrics once or regularly automatically. Great news! Our BI tool allows you to save reports, both custom and out-of-the-box views) to your teammate's inboxes without requiring logins for your teammates.
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The platform empowers you to share with others your data analyses or visualizations with options. Let's select a dashboard that you have previously saved. 
To open the Scheduler from within a folder or subfolder, find the folder or subfolder containing the dashboard you want to deliver, and click on the ellipsis. 
Select Schedule delivery 
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Schedule delivery
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Select the Destination, Email addresses you want to send the report to, and the Format you'd like to send in the email 
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Email and Format
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select Send now under Recurrence
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Send now
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And click Save 
You've just shared your first report! 
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Looker lets you share your dashboards with your stakeholders to facilitate discussion on the results and identify the next steps on a recurring basis. 
You can perform the same steps as above to access your report and locate the Scheduler, but in the Schedule Delivery form, under Recurrence select how often you'd like to share that dashboard with your peers. 
You can select the time of the day based on different time zones, add notes, and select to re-arrange your dashboard tiles in a single column. 
Click on the Advanced Options tab to select what fits your business the most! 
Do not forget to click Save! 
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Advanced Options
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You can also create a report and share it without having to save it
While in Explore
Select the fields you'd like to analyze and click the Gear menu (cog icon on the left-hand side) 
and click Send
Send 
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Sending form
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Your recipient(s) will receive an email
Email 
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You have just sent your first report without having to save it!
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Scheduling Reports with Over 5,000 Results
Within a look, the data results UI defaults to a 500 row limit but can be extended to 5,000 rows maximum in the UI. However, scheduled looks can be set to download the entirety of the dataset. 
Within the scheduler, choose "Advanced Options" and limit to "All Results":
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Note that "All Results" cannot be used for looks that have the "Totals" option selected in the dataset or for looks with calculated fields.