Dashboard Summary Mail

Introduction

Dashboard Summary Mail enables automated delivery of dashboard summaries to selected recipients via email.

Instead of manually checking dashboards, you can configure scheduled summaries that provide key metrics and a direct access link to the relevant dashboards.

This feature is primarily used for:

• Operational monitoring (weekly)

• Management reporting (monthly)

• Executive overview (yearly)

Emails are sent from [email protected] via Autom Mate Mail Service

Dashboard Summary Mail Page

The Dashboard Summary Mail page is the central place to manage all summary configurations.

Navigate to:

Settings → Dashboard Summary Mail

What you can do

• View all configurations

• Search by name, description, or recipient

• Create new configurations

• Edit existing configurations

• Delete configurations

Configuration List

Each configuration card displays:

• Frequency (Weekly / Monthly / Yearly)

• Configuration name

• Recipients

• Next scheduled send date

• Number of selected dashboards

• Last update information

Available Actions

• Add configuration → Opens configuration form

• Edit (✏️) → Updates configuration

• Delete (🗑️) → Removes configuration

Creating a Configuration

Click Add configuration to open the configuration modal.

Basic Information

Configuration name (required)

Defines the name of the configuration.

Used for identification in the configuration list.

Description (optional)

Provides internal context about the purpose of the configuration.

Recipients

To (email) (required)

Primary recipients of the summary email.

• Add multiple emails using Enter or comma

• Maximum: 255 recipients

CC (optional)

Additional recipients for visibility.

Summary Frequency

Defines how often the summary email is sent.

Weekly

• Sent at the start of each week

• Covers previous week

Monthly

• Sent at the start of each month

• Covers previous month

Yearly

• Sent at the start of each year

• Covers previous year

The selected frequency determines the reporting period.

Dashboards

Select which dashboards are included in the summary.

At least one dashboard must be selected

Features

• Search dashboards

• Multi-select dashboards

• Select all / Deselect all

• Selected count indicator

Default Dashboard

Defines which dashboard opens first when the email link is clicked.

• Must be one of the selected dashboards

• Used as the landing view

Save Configuration

To finalize:

1. Enter configuration name

2. Add recipients

3. Select frequency

4. Select dashboards

5. Choose default dashboard

6. Click Save

Email Delivery

Once configured, emails are sent automatically based on the selected frequency.

Sender Information

• From: [email protected]

• Name: Autom Mate Mail Service

Delivery Behavior

• Sent at the start of the selected period

• Includes data from the previous period

• Dashboard link is valid for 3 days

This is an automated email. Replies are not monitored.

Summary Email Content

The summary email provides a quick overview of performance.

Metrics Snapshot

Includes key metrics such as:

• Total Runs

• Successful Runs

• Failed Runs

• Hours Saved

• Total BI Created

Period Comparison

Displays comparison against previous period:

• Positive change

• Negative change

• No change

Dashboard Access

The email includes a View Dashboard Summary button.

• Opens dashboard summary page

• Valid for 3 days

Managing Configurations

Edit Configuration

1. Go to Dashboard Summary Mail page

2. Click Edit (✏️)

3. Update fields

4. Click Save

Delete Configuration

1. Click Delete (🗑️)

2. Confirm action

Deleted configurations stop future emails immediately

Best Practices

• Use Weekly for operational teams

• Use Monthly for management reporting

• Use Yearly for executive summaries

• Keep recipient lists focused

• Avoid adding too many dashboards in a single configuration

• Always define a meaningful default dashboard

Notes

• At least one dashboard must be selected

• At least one recipient is required

• Default dashboard must be part of selection

• Emails are sent from [email protected]

• Dashboard links expire after 3 days

• This feature is for scheduled reporting, not real-time alerts