> For the complete documentation index, see [llms.txt](https://docs.autommate.com/userguide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.autommate.com/userguide/product-features/settings/dashboard-summary-mail.md).

# Dashboard Summary Mail

<figure><img src="/files/KT4xRrSKYC82GCDKN8SL" alt=""><figcaption></figcaption></figure>

### Introduction

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

Instead of manually checking [dashboards](/userguide/product-features/dashboard/dashboard.md), 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 [**noreply@autommate.com**](mailto:noreply@autommate.com) 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

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#### Configuration List

Each configuration card displays:

* **Frequency** (Weekly / Monthly / Yearly)
* **Configuration name**
* **Recipients**
* **Next scheduled send date**
* **Number of selected dashboards**
* **Last update information**

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#### Available Actions

* **Add configuration** → Opens configuration form
* **Edit (✏️)** → Updates configuration
* **Delete (🗑️)** → Removes configuration

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### Creating a Configuration

Click **Add configuration** to open the configuration modal.

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#### Basic Information

**Configuration name&#x20;*****(required)***

Defines the name of the configuration.

Used for identification in the configuration list.

**Description&#x20;*****(optional)***

Provides internal context about the purpose of the configuration.

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#### Recipients

**To (email)&#x20;*****(required)***

Primary recipients of the summary email.

* Add multiple emails using **Enter** or **comma**
* Maximum: **255 recipients**

**CC&#x20;*****(optional)***

Additional recipients for visibility.

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#### 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.

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#### 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

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#### 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

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#### Save Configuration

To finalize:

1. Enter configuration name
2. Add recipients
3. Select frequency
4. Select dashboards
5. Choose default dashboard
6. Click **Save**

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### Email Delivery

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

#### Sender Information

* **From:** `noreply@autommate.com`
* **Name:** Autom Mate Mail Service

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#### 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.

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### Summary Email Content

The summary email provides a quick overview of performance.

***

<figure><img src="/files/hoPK2Ci9wT1VsPjN3PmU" alt=""><figcaption></figcaption></figure>

#### Metrics Snapshot

Includes key metrics such as:

* Total Runs
* Successful Runs
* Failed Runs
* Hours Saved
* Total BI Created

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#### Period Comparison

Displays comparison against previous period:

* Positive change
* Negative change
* No change

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#### Dashboard Access

The email includes a **View Dashboard Summary** button.

* Opens dashboard summary page
* Valid for **3 days**

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### 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

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### 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 [**noreply@autommate.com**](mailto:noreply@autommate.com)
* Dashboard links expire after **3 days**
* This feature is for **scheduled reporting**, not real-time alerts