Email Subscriptions to Tableau Dashboards

Tableau and Tableau Server is designed to allow easy, interactive ways to explore data sets. However sometimes you just need a snapshot of your data to make a quick decision whether additional action or exploration is necessary. For these times, Tableau Server allows users to subscribe to views via e-mail. 

If this functionality is configured by the Server administrator, users will see an envelope icon at the top when viewing a visualization:



To set up a subscription, click the icon, enter your e-mail address, and select the options for your subscription:




Select a delivery schedule (options are set by the Server administrator) and whether you want to receive only the current view or all views in the workbook.

Subscriptions are processed according to the schedule selected, but there will be a delay before the email is received. This will vary depending on the time it takes to render the workbook view(s) and how many other subscriptions are processed on the same schedule.

The e-mail will come from the address configured by the Server administrator and will have the Subject you entered. Any view(s) you selected will appear in the body as inline images, so you can see the visualization(s) without opening any attachments. If you selected all the views in the workbook, they appear one below the next. Clicking on any image will take you to that view on Tableau Server for additional analysis!

To view or change your subscriptions, log into Tableau Server, click your name in the upper right and select My Content. Click the Subscriptions option and your subscriptions are listed.



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