Disclaimer
The free version of this extension is for testing use only, to experience the full functionality of the extension, please contact our support staff: Contact Support. 。
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Did you ever meet the challenge of having to periodically share management information with all shop owners or outlet managers? Tableau Server is an excellent tool to do this, but what if you want to send one file with several dashboards from different workbooks? Or, what if there is a large group of users in your organization who do not have access to Tableau Server yet? Have you ever tried to share your dashboards with people from outside your organization or behind a firewall on a regular basis?
Tableau MailScheduler is the perfect solution to these issues! It comes in handy when sending multiple filtered dashboards, originating from one or more published workbooks, as a single PDF file to the mailboxes you want! Use (user-specific) filters, mailing lists, special views, and many more options to create the personalization you need! Automatically store every created PDF file on your network drive for auditing or any other purpose. You can even export an Excel crosstab and attach it to the mail!
Automated Time Scheduled mailings
No need to be at your computer, just mail your Dashboards at a pre-defined moment!
Easily set the interval and time or pause it at any moment. You can even connect multiple tasks to your schedule for the easiest experience!
Instead of sending Excel files, you can send emails with a copy of the dashboard to any recipient, whether they have Tableau or not.
Push information to non-Tableau users with export
Do you want to set what Dashboards should be exported in what format, such as PDF, CSV, PNG & cross-tab XLS? It is available with Tasks! Even add mailing lists to your task to send mails to many recipients very easily.
You can also filter your dashboard on the users? needs and if you want to send newsletter mails, you can use images in the body text of your email!
Send multiple tasks to the same list of users with filters
Easily send multiple tasks to the same list of users with MailingLists. Add recipients to the mailing list and use this list to send out the emails.
It is even possible to use a permission structure, just assign a user-specific filter to recipients! This can be used in the task to filter the dashboards!
Disclaimer
The free version of this extension is for testing use only, to experience the full functionality of the extension, please contact our support staff: Contact Support. 。
Return Extensions Home Page