Saving and Scheduling Tutorial

What You’ll Do

In this tutorial, you will:

  1. Save a customized report to a new dashboard:

    1. Select a report you would like to customize and save.
    2. Set Dimension and Visualization options.
    3. Choose a name for the new dashboard.
    4. Save the report to the new dashboard.

  2. Send dashboard data to an email address:

    1. Open a saved dashboard.
    2. Enter a title.
    3. Set delivery, destination, and format options.
    4. Send the email.

Steps

Save a Customized Report to a New Dashboard

  1. Navigate to a dashboard and select a report you would like to customize and save. In this example we will select the Weekly Active Users count from the Overview dashboard.

  2. Click the gear icon and select Explore From Here.
  3. From the left side menu:

    • In Opens » Dimensions, click the row for Date.
    • In Message IDs » Dimensions, click the Pivot button for Any Push Attributed (Yes/No).
  4. From the Visualization row:

    • Click the Column Visualization icon.
    • Click the gear icon, then select the radio button for Stacked.
  5. Click the gear icon next to the Run button, and select Save and Add to Dashboard.
  6. Enter a Title and Description, then choose where to save the content. In this example we will save to the Group space.
  7. Click the Save button, and you will be prompted to save to a dashboard.

  8. Click the New Dashboard button, enter a name, then click the OK button. Your new dashboard will be listed.
  9. Click the Add button. The next screen will show you the saved report in the new dashboard.

Open Saved Reports and Dashboards

  1. Click the Spaces menu icon located to the right of the gear icon in the header row of any dashboard or report, and a dropdown menu will appear.

  2. On the left side of the menu, select from the Personal, Group, or Shared icons, then click on the name of a listed Dashboard or Report.

Schedule Sending Dashboard Data

Both dashboards and reports can be scheduled to send data to email, webhook, AWS S3, or an SFTP server. In this example we are emailing a dashboard to a Slack address. See the following sections for details about destination and format options

  1. Open a saved dashboard from the Spaces menu.

  2. Click the gear icon, then select Schedule….
  3. Enter a Title, then optionally adjust settings.
    • Delivery: Frequency of delivery.
    • Repeat: Time and day of delivery repetition.
    • Timezone: Timezone of delivery.

    • Destination:
      • Email: Your account’s email address is populated by default. If you have additional recipients, enter the email address, then click the Add button. Follow the instructions to get your Slack-generated email address, then enter it here.
      • Webhook: Enter the webhook URL in the Address field.
      • Amazon S3: Enter the S3 values for Bucket, Access Key, Secret Key, and select a region.
      • SFTP: Enter the host and path, e.g., sftp://mysftp.com/home/ftpuser/, and the SFTP user username and password.
    • Format: Select the data’s delivery format. Options are dependent on whether you are scheduling a report or a dashboard, and the selected Destination. See: Scheduling Options.
  4. Click the Send Test button to preview before saving. It will send according to the defined Destination settings.

  5. Click the Save All button.

Locations

When you create new reports and dashboards you are prompted to save in one of two locations:

  • Personal: This is your personal space where you can save your dashboards and reports specific to your app. No one else in your organization can see this area.

  • Group: In the Group area you can share your dashboards and reports with others that have access to the app your are viewing. If you would like to save Reports or Dashboards across multiple apps, use this space.

In addition to Personal and Group, a third location is available from the Spaces menu:

  • Shared: These are Urban Airship curated dashboards and reports that all customers have read access to. You won’t be able to save any content to this area.

Scheduling Options

Destination

Email

The data or visualization is delivered to the email addresses entered.

Webhook

Webhooks are a modern, increasingly common way to trigger exchanges between internet based services. They generally require some technical or developer knowledge to use, but with a product like Zapier, webhooks can let Insight data be delivered to a wide range of locations. Only a webhook URL is required.

Amazon S3

Amazon S3 buckets are a common way to store large amounts of data. You or your company will need to have created an S3 bucket with Amazon before you can use it with Insight. Options include:

  • Limits: If you choose “Results in Table” whatever row limitations you’ve setup in the saved report will be obeyed. If you choose “All Results” all the rows of the query will return, regardless of the saved report settings, and regardless of Insight’s typical 5,000 row limit. This can be desirable for retrieving very large datasets, but you should use caution to ensure the query is not too large for your database.
  • Bucket Name: The name of your Amazon S3 bucket.
  • Path (optional): The folder that you want to save your data too, if any.
  • Access Key: The Access Key ID to your S3 bucket, provided by Amazon.
  • Secret Key: The Secret Acess Key to your S3 bucket, provided by Amazon.
  • Region: The Amazon services region where your S3 bucket is hosted.

Format

The Format dropdown menu options vary based on whether you are scheduling a report, or a dashboard, and the selected Destination.

HTML attachment
The data table of your report as an HTML file attachment.
TXT (tab-separated values) attachment
The data table of your report as a tab-delimited text file attachment.
Inline Visualization (Email only)
The visualization of your report in the body of the email.
Inline Tables (Email only)
The data table of your report in the body of the email.
CSV attachment
The data table of your report as a comma-separated text file attachment.
JSON attachment
The data table of your report as a JSON file attachment.
Inline JSON (Webhooks only)
The data table of your report submitted directly in the webhook request.
Excel Spreadsheet attachment
The data table of your report as an Excel file attachment.

Report-only Options

Values

Unformatted
Insight does not apply any special formatting of your query results, such as rounding long numbers or adding special characters your Insight developers may have put in place. This is often preferred when data is being fed into another tool for processing.
Formatted
The data will appear more similar to the Explore experience in Insight, although some features, such as linking, aren’t supported by all file types.

Send if

Select from the results-based dropdown menu.
You can choose to send a report only if there are results, there are no results, or in either case. This option lets you only receive emails when the filters of your report are met or not met.
Optionally check the box for and results changed since last run.
This option help cuts down on unnecessary emails. Insight will send an email only if the query results have changed since the last email was sent.

Limit

Selecting the radio button for All Results will override checking the Send if option to include results changed since last run.