Email Report for a BRIGHT Dashboard
Configuring Email Report Settings for a QuickSight Dashboard. This guide explains how to schedule and send Amazon QuickSight dashboard reports via email.
Steps to Configure Email Reports
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Access the Dashboard:
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Log in to your Amazon QuickSight account.
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Navigate to the dashboard you intend to share.
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Schedule the Report:
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Click on the Share button located at the top-right corner of the dashboard.
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Select Schedule email report from the dropdown menu.
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Configure Email Settings:
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Report Name: Enter a name for the scheduled report.
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Recurrence: Choose how often the report should be sent (e.g., daily, weekly).
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Time: Set the time of day for the report delivery.
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Time Zone: Select the appropriate time zone.
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Add Recipients:
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In the To field, enter the email addresses of the recipients.
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Note: Recipients must have QuickSight accounts within the same subscription.
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Customize Message (Optional):
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Add a subject line and message body for the email.
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Save the Schedule:
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Click Create to save the scheduled email report.
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Important Notes
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Only BRIGHT EDITOR users with QuickSight accounts in the same subscription can receive scheduled reports directly.
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To share reports with individuals outside the BRIGHT EDITOR users, consider forwarding the email manually or setting up an automatic forwarding rule in your email client.
Suggested Method:
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Schedule Reports to Your Account: Set up the desired report schedule to be sent to the email linked with your account (IAM user).
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Automate Email Forwarding: Set up your email client (e.g., Outlook, Gmail) to automatically forward these reports to the recipients' email addresses. You can establish a specific subject line to facilitate the automatic forwarding setup.