{"id":1853,"date":"2023-02-09T18:22:48","date_gmt":"2023-02-09T18:22:48","guid":{"rendered":"https:\/\/dxhelpdev.wpengine.com\/?post_type=epkb_post_type_1&#038;p=1853"},"modified":"2025-03-27T20:07:29","modified_gmt":"2025-03-27T20:07:29","slug":"schedule-an-emailed-chart","status":"publish","type":"epkb_post_type_1","link":"https:\/\/dxhelp.scytec.com\/?epkb_post_type_1=schedule-an-emailed-chart","title":{"rendered":"Schedule an Emailed Chart, Report, or Export"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Steps to Schedule an Emailed Chart, Report, or Export<\/h2>\n\n\n\n<p>Scheduled emails can be sent to the current logged in user, or one or more user groups. They are created using the web-based Data Display application, located at [Your DataXchange Server]\/datadisplay.<\/p>\n\n\n\n<p>To access schedule options, go to the Filter page for an existing saved item. Either right-click the icon and go to <strong>Filter<\/strong>, or click the icon then click the Filter button at the top of the screen.<\/p>\n\n\n\n<p><img decoding=\"async\" style=\"display:inline;\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/rc_filter.png\" alt=\"\"> <img decoding=\"async\" style=\"display:inline;\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/lc_filter.png\" alt=\"\"><\/p>\n\n\n\n<p>Scroll to the bottom of the page to find the Scheduling Options.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"653\" height=\"209\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image.png\" alt=\"\" class=\"wp-image-1856\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image.png 653w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-300x96.png 300w\" sizes=\"auto, (max-width: 653px) 100vw, 653px\" \/><\/figure>\n\n\n\n<p>Under Recipients, select either <strong>This User<\/strong> or <strong>User Group<\/strong>. If <strong>User Group<\/strong> is selected, then one or more <strong>User Groups<\/strong> must be selected.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"422\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-1.png\" alt=\"\" class=\"wp-image-1858\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-1.png 646w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-1-300x196.png 300w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/figure>\n\n\n\n<p>Choose how often to receive the scheduled chart. Options include <strong>Daily<\/strong>, <strong>Weekly<\/strong>, <strong>Monthly<\/strong>, and <strong>Quarterly<\/strong>. If <strong>Daily<\/strong> is selected, choose the days of the week to receive the chart. If <strong>Weekly<\/strong> is selected, only one day of the week may be chosen. If <strong>Monthly<\/strong> or <strong>Quarterly<\/strong> are chosen, the email will be sent out the First Day of the Month or the First Day of the Quarter respectively.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"364\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-2.png\" alt=\"\" class=\"wp-image-1859\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-2.png 646w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-2-300x169.png 300w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/figure>\n\n\n\n<p>Select the <strong>Time<\/strong> and <strong>Time Zone<\/strong> for which the email should be sent out. Note this time zone setting only affects the schedule time and will not affect the timeframe displayed in the emailed data. The timeframe for which data is displayed within the Chart, Report, or Export itself is determined by the <strong>Date And Time<\/strong> filter settings at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"647\" height=\"246\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-3.png\" alt=\"\" class=\"wp-image-1860\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-3.png 647w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-3-300x114.png 300w\" sizes=\"auto, (max-width: 647px) 100vw, 647px\" \/><\/figure>\n\n\n\n<p>For Charts, select the <strong>Resolution<\/strong> at which the chart should be generated. The default is 1920&#215;1080 and a number of preset resolutions are available. A custom resolution can be chosen as well. Reports and Exports are documents with varying sizes based on the amount of data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"643\" height=\"439\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-5.png\" alt=\"\" class=\"wp-image-1863\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-5.png 643w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2023\/02\/image-5-300x205.png 300w\" sizes=\"auto, (max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p>When you are happy with the settings, click Save to create the scheduled email.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Steps to Schedule an Emailed Chart, Report, or Export Scheduled emails can be sent to the current logged in user, or one or more user groups. They are created using the web-based Data Display application, located at [Your DataXchange Server]\/datadisplay. To access schedule options, go to the Filter page for an existing saved item. Either [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[96],"epkb_post_type_1_tag":[],"class_list":["post-1853","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-advanced"],"_links":{"self":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/epkb_post_type_1\/1853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/epkb_post_type_1"}],"about":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/types\/epkb_post_type_1"}],"author":[{"embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1853"}],"version-history":[{"count":0,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/epkb_post_type_1\/1853\/revisions"}],"wp:attachment":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1853"}],"wp:term":[{"taxonomy":"epkb_post_type_1_category","embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fepkb_post_type_1_category&post=1853"},{"taxonomy":"epkb_post_type_1_tag","embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fepkb_post_type_1_tag&post=1853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}