Scheduled Dashboard Report Delivery via Email
Dashboards
What's New?
Bullhorn Analytics now supports automated dashboard delivery through scheduled email reports. Users with the appropriate permissions can configure live dashboards to be automatically sent as PDF attachments on a recurring basis. To create a schedule, open any dashboard in the Dashboards app, click the 3-dot menu, and select Schedule Report. From there, you can specify recipients (individual users, groups, or external recipients), choose your delivery frequency (daily, weekly, or monthly), and preview the PDF output by sending a test to yourself. All active schedules can be viewed and managed centrally through the new Scheduled Reports Admin menu.
For more information, see:
Why Does It Matter?
This feature eliminates manual dashboard exporting and distribution, ensuring stakeholders receive critical analytics automatically on a consistent schedule. Scheduling reports to user groups streamlines cross-departmental communication and keeps teams aligned with timely, data-driven insights.
How Do I Enable It?
Ask your Bullhorn administrator to grant the appropriate permissions based on the user's role:
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Schedule Reports: For users who need to create and manage their own scheduled reports.
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Scheduled Reports Admin: For users who need to manage all scheduled reports across the entire organization.