How to register dashboard distributions
A distribution defines the automatic sending of a dashboard to one or more employees with a set frequency. To create one, you must follow three steps: create the distribution record, complete the fields, and assign the recipient employees.
Steps to create a distribution
Section titled “Steps to create a distribution”- Go to Dashboards > Distributions and click New.
- Complete the distribution fields and click Save. At a minimum, you must complete Dashboard to generate to save the record.
- From the Employees section, add the employees who will receive the distribution.
Fields on the detail screen
Section titled “Fields on the detail screen”| Field | Description |
|---|---|
| Dashboard to generate | Selectable. Dashboard to be distributed. It is mandatory to save. |
| Document type | Format of the distribution. Default is PDF; Image is also available. |
| Status | Indicates the status of the distribution. Filled automatically: Not generated (prepared, not started), Report is generating (process running), or Generated (process completed). |
| Generation date | Start date of the distribution generation. Default is the current date. |
| Frequency | Numeric field indicating the frequency of the distribution. Must be accompanied by the Interval field. |
| Interval | Selectable indicating the interval of the frequency: Days, Months, or Years. Must be accompanied by the Frequency field. |
| From date | Start date to limit the data shown in the dashboard when distributing. |
| To date | End date to limit the data shown in the dashboard when distributing. |
| Last from date | Start date of the last distribution performed. |
| Last to date | End date of the last distribution performed. |
| Next generation date | Date when the next distribution will be generated. |
How to assign employees to the distribution
Section titled “How to assign employees to the distribution”Once the distribution is defined, you must assign the employees who will receive it. There are two ways:
Assign a single employee (New)
Section titled “Assign a single employee (New)”- Access the distribution to which you want to add an employee.
- Click New.
- Search for and select the employee in the Employee field.
- Click Accept and then Save.
Assign multiple employees at once
Section titled “Assign multiple employees at once”- Access the distribution to which you want to add employees.
- Click Assign employees to distribution.
- Search for and select the employees.
- Click Accept and then Save.
Important: activate sending
Section titled “Important: activate sending”Source: DM-SO-23-005 «How to create dashboard distributions», version 1, 08/05/2023.