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.
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!
