Scheduled Reports and Dashboards Email Delivery

Receive fresh data and insights from your data sources by creating and scheduling reports and dashboards to be delivered on email at the scheduled time via Kyubit Subscription features.

How to schedule Reports & Dashboards based on OLAP/SQL data?

Avoid constant opening of reports and dashboards and let the system finds you with the latest updates at the scheduled time with fresh data on your email with reports and dashboards attached with Excel/PDF files or embedded HTML visualizations.
Scheduled Report received on email
Scheduled subscription service will deliver most recent data from your OLAP or SQL databases in the form of a single report of aggregated dashboard charts with related values.

Scheduled Dashboard received on email

Steps to schedule reports and dashboards email delivery

Kyubit Business Inteligence software consist of a web application and a Windows service application that is automatically installed with the product setup. After creating reports and dashboards, any authorised user can subscribe to reports and dashboards and schedule its delivery on his/hers email address. It is also possible to include multiple email addresses where the subscribed content will be delivered.


  • In the analysis/report view click on the 'Options' and select 'Subscriptions' option.

    Steps to schedule report delivery Report scheduled delivery
  • In the dashboards production view click on the 'Options' and select 'Subscriptions' option.

    Steps to schedule dashboard delivery. Dashboard scheduled delivery
  • Select the 'Weekly', 'Monthly', and 'Quarterly' subscription interval or schedule the report/dashboard delivery 'Only once' at the scheduled time. Optionally, select a recurring subscription, which will repeat subscription delivery every X minutes between starting and ending time every day of the planned subscription.

    Set report/dashboard scheduled delivery time Scheduled Time
  • Optionally, set a dashboard scheduled delivery to be conditional. If the dashboard contains defined KPIs, we could use one of the 3 KPI statuses (Success, Even, Fail) to set the condition for dashboard delivery. For example, the dashboard will be delivered only if the sales KPI on the dashboard is in the 'Fail' status.

    Schedule Dashboard Conditional Delivery Conditional Delivery

Scheduled Report/Dashboard delivery to a specific 'Time Zone'

Use the preferred Time-Zone to deliver the content for the specified time in the related time zone if the server does not belong to the same time zone. For example, Kyubit BI is installed on the server in India. Users working with the application are located in Europe. When creating a new scheduled report/dashboard subscription, a user only needs to set the time and related time zone when the content will be delivered (otherwise, the content will be delivered at a defined time in the India time zone).

Scheduled Report Dashboard for specific Time Zone

Scheduled Dashboard Conditional Subscription

To avoid receiving the scheduled dashboard all the time on your email, but only in the moment of some business significance, optionally set the dashboard conditional scheduled subscriptions. The 'Conditional subscription' is possible on the dashboards that contain at least one KPI. Certain KPI status (Success, Even, and Fail) is used as a trigger to send the email with the dashboard content. This approach is mostly used as monitoring tools that will notify users of some situation that needs attention.

Scheduled-dashboard-conditional-subscription

Impersonated Scheduled Subscriptions

By default, all reports and dashboards scheduled subscriptions are impersonated by the user who created the subscription. Impersonated subscription means that the data from SQL/OLAP data sources are queried/retrieved in the security context of the same user. This is important, because the same data values (and structure) could be different for different users, as users may not have the same permissions within the data source (For example, OLAP role-based security). Optionally, scheduled reports/dashboards subscriptions could be also run in the non-impersonated mode, which means that all data values (and structure) are always queried/retrieved in the same security context of the Windows account that runs the subscription service. To change/configure subscription service details, open the "Kyubit Subscription Panel" application.

Get started with Kyubit BI tools

BI tools download Download 30 days evaluation of 'Kyubit Business Intelligence' and see Scheduled Reports/Dashboards and features in action.
It is a simple and quick installation that will bring all features unlocked in evaluation version. We will be happy to receive your feedback and inquiries.