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SOLVED

How to schedule same Workspace dashboard for different recipients using different filters?

yayanalytics
Level 2
Level 2

Hello, 

 

I would like to schedule a Workspace dashboard to be sent to several different groups. I have a filter dropdown in the dashboard to change the geo reflected in the data (e.g. United States, Canada, etc.)

 

For group A I want to save the dashboard with the United States filter selected, then schedule monthly delivery to group A. Then for group B I plan to save the dashboard with Canada selected, then schedule monthly delivery.

 

Will scheduling for group B override the settings that were in place when the report was scheduled to be delivered for group A? Basically I want to avoid creating a bunch of copies of the same dashboard just to schedule report deliveries. Thank you.

1 Accepted Solution
pabloc82923542
Correct answer by
Level 9
Level 9

Typically a scheduled report will default to its last saved version.

 

So if geo segment is differentiator...

 

Create report version A save it then schedule it for group A. Make change for group B save it then schedule it for group B etc...

 

I also recommend you look at the "publishing lists" function. You can create a list of users named as list group A, B, C then in future as people need to be added or deleted you just update list.(all associated reports will then use the updates).

 

https://helpx.adobe.com/ca/analytics/kb/how-to-enable-publishing-list-option-in-case-it-is-grayed-ou...

 

 

 

View solution in original post

3 Replies
pabloc82923542
Correct answer by
Level 9
Level 9

Typically a scheduled report will default to its last saved version.

 

So if geo segment is differentiator...

 

Create report version A save it then schedule it for group A. Make change for group B save it then schedule it for group B etc...

 

I also recommend you look at the "publishing lists" function. You can create a list of users named as list group A, B, C then in future as people need to be added or deleted you just update list.(all associated reports will then use the updates).

 

https://helpx.adobe.com/ca/analytics/kb/how-to-enable-publishing-list-option-in-case-it-is-grayed-ou...

 

 

 

View solution in original post

yayanalytics
Level 2
Level 2
Ok, so I do have to copy the dashboard for each geo segment to schedule - if it defaults to the last saved state. I wish there was an option when scheduling to choose whether future changes apply to that instance or not. Oh well, thank you for the confirmation.
pabloc82923542
Level 9
Level 9
no you dont need to copy it technically. You could make a change and save(change being geo region) but in fuutre if you need to get back to another region to make a different change then it wont exists. you would in essence need to re -create it.