Dashboard Subscriptions

A Dashboard Subscription enables you to receive a snapshot of your custom dashboard via email. Additionally, dashboard subscriptions allow you to share custom dashboards with users in your organization.

On this settings page, you can:

Create Subscriptions

Perform the following steps to create a dashboard subscription:

  1. On the left navigation menu in the MoEngage dashboard, click Settings > Reports and Alerts > Dashboard subscriptions.
  2. In the upper-right corner, click Create/Manage and select Create Subscription.
    2025-04-28_12-05-07.png
  3. On the Subscribe to Dashboard dialog box, enter the following details:
    Screenshot 2025-04-28 at 12.14.21 PM.png
    1. In the Dashboard list, select the dashboard for which you wish to receive scheduled reports.
    2. In the Send report to box, type or paste the email address(es) to which the email report must be sent and press Enter.
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      Information

      • A list of recipients is added as a comma-separated list.
      • You can add up to 50 email recipients to each subscription.
      • For non-registered users, the email domain must be whitelisted. For more information, refer to Whitelist Domains.
    3. In the Frequency of sending reports section, configure the following to send the dashboard report at a specific time and date:
      Field Description
      Daily, Weekly, or Monthly Select the frequency at which you wish to send the dashboard report.
      Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, or Saturday  The day on which you wish to send the dashboard report.
      Time Use the arrows or type when you wish to send the dashboard report.
      am or pm Click am or pm to set the time.
  4. Click Subscribe to create the subscription.
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Information

  • The Dashboard field is pre-populated when you create a subscription from the custom dashboard.
  • If a dashboard subscription is already present for any dashboard, the subscription is shown upfront, and you can edit the existing subscription if required.

Manage Subscriptions

To manage existing subscriptions, perform the following steps:

  1. On the left navigation menu in the MoEngage dashboard, click Settings > Reports and Alerts > Dashboard Subscriptions. A list of all dashboard names will appear with the frequency of the subscription, the last update time, and the person who updated it.
    2025-04-28_12-35-13.png
  2. You can perform the following actions:
    • Search: To find subscriptions by email or dashboard name, use the search box at the top.
    • Edit/Delete: To edit or delete existing subscriptions, click the ThreeDots.png icon against a dashboard name and select Edit or Delete.
    • Unsubscibe: To unsubscribe:
      1. Click the ThreeDots.png icon for the required subscription name, and click Edit. The Subscribe to Dashboard dialog box appears.
      2. In the Send report to box, remove the email and click Update.
        Screenshot 2025-04-28 at 12.53.59 PM.png
    • View subscribers/unsubscribers: To view the list of subscribers and unsubscribers, click the dashboard name. An expanded section appears listing the Subscribers and Unsubscribers.
      2025-04-28_12-41-09.png

Subscription Access and Permissions

The following table describes the roles and permissions for managing subscriptions. For more information about roles and permissions, refer to Access Roles.

Action for managing subscription Role and Access
Create Subscription

All user roles that have access to the dashboard can create subscriptions.

Edit or Delete Subscription
  • All user roles can edit or delete their own created subscriptions. 
  • Only Managers and Administrators can edit or delete subscriptions for other user roles.
Add Users to the Subscription List
  • All user roles can add users who are part of the MoEngage workspace to the subscription list.
  • Only Managers and Administrators can add users who are not part of the MoEngage workspace to the subscription list (the domain must be in the whitelist).

Whitelist Domains

Domain whitelisting helps protect data confidentiality. Administrators and Managers can whitelist email domains that are used to subscribe to the dashboards.

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To whitelist a domain:

  1. On the left navigation menu in the MoEngage dashboard, click Settings > Reports and Alerts > Dashboard subscriptions.
  2. In the upper-right corner, click Create/Manage > Manage Domain Whitelist.
  3. In the Select email domain names to whitelist field, type or paste the domains you want to whitelist and press Enter. For example, abc.com
  4. Click Update. OR, click Cancel or Close to close the window without adding or updating the domain names.
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Note

You can whitelist up to five domains.

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