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:
- On the left navigation menu in the MoEngage dashboard, click Settings > Reports and Alerts > Dashboard subscriptions.
- In the upper-right corner, click Create/Manage and select Create Subscription.
- On the Subscribe to Dashboard dialog box, enter the following details:
- In the Dashboard list, select the dashboard for which you wish to receive scheduled reports.
- 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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- A list of recipients is added as a comma-separated list.
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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.
- 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.
- Click Subscribe to create the subscription.
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Manage Subscriptions
To manage existing subscriptions, perform the following steps:
- 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.
- You can perform the following actions:
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- Search: To find subscriptions by email or dashboard name, use the search box at the top.
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Edit/Delete: To edit or delete existing subscriptions, click the
icon against a dashboard name and select Edit or Delete.
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Unsubscibe: To unsubscribe:
- Click the
icon for the required subscription name, and click Edit. The Subscribe to Dashboard dialog box appears.
- In the Send report to box, remove the email and click Update.
- Click the
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View subscribers/unsubscribers: To view the list of subscribers and unsubscribers, click the dashboard name. An expanded section appears listing the Subscribers and Unsubscribers.
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 |
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Create Subscription |
All user roles that have access to the dashboard can create subscriptions. |
Edit or Delete Subscription |
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Add Users to the Subscription List |
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Whitelist Domains
Domain whitelisting helps protect data confidentiality. Administrators and Managers can whitelist email domains that are used to subscribe to the dashboards.
To whitelist a domain:
- On the left navigation menu in the MoEngage dashboard, click Settings > Reports and Alerts > Dashboard subscriptions.
- In the upper-right corner, click Create/Manage > Manage Domain Whitelist.
- 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
- 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. |