Enterprise and Analytics Administrators can schedule reports of saved Onshape dashboards to be emailed to a list of recipients.

Once a dashboard is saved, Administrators and those with Analytics administrator Global permissions can schedule a report of that dashboard to be emailed to recipients at regular intervals.

  1. Save a dashboard.
  2. Open the saved dashboard.
  3. Click the Schedule report icon (스케줄 보고서 아이콘) at the top right (first image below). The Schedule report delivery dialog opens (second image below):

    Schedule report iconSchedule report delivery dialog

  4. Provide a Schedule name.
  5. Set the Frequency for how often you'd like the report to be generated.
  6. Select a Format for the report, currently only PDF.
  7. Enter the email addresses for everyone who should receive the report.

    If you enter the email address for someone who does not have access to the dashboard, you will see the warning below. See Share a dashboard for help.

    Schedule report delivery warning

  8. Add a Custom message to be emailed along with the report, if required.
  9. Click Create.

To see all scheduled reports, click Scheduled reports in the Analytics Navigation panel.

  • 엔터프라이즈 관리자는 엔터프라이즈에 대해 예약된 모든 보고서를 볼 수 있습니다.
  • 분석 관리자는 자신의 예약된 보고서를 볼 수 있습니다.
  • 다른 엔터프라이즈 사용자는 예약된 보고서를 만들거나 볼 수 없습니다.

내 분석 페이지의 모든 예약된 보고서