This article contains:

1. Overview

Riskonnect Insights offers 3 ways of distributing reports and dashboards – click each one below for more information:

A summary of the differences between these types is shown below:

Delivery Method	Recipient Options	Delivery options	How to Configure	Applied Filters
Subscription	Self (Current User)	Scheduled Alert Scheduled Reporting Item	Subscription button in Report/Dashboard Viewer Subscription button in Report/Dashboard List	Configured in subscription scheduler window
Scheduled	All Users, Others and Self	Scheduled Alert Scheduled Reporting Item	Schedule Tab in Report/Dashboard Designer	Configured in Report/Dashboard Scheduler window
Instant Delivery	All Users, Others and Self	Instantly delivered report via email	Email button in Report/Dashboard Viewer Email button in Report/Dashboard List	Currently configured filters in report / dashboard

2. Setting up delivery schedules

STEP 1: Open the Schedule tab in Report Designer or Schedule button in Dashboard page to view existing schedules.
STEP 2: To add a new schedule, click Add Schedule

Figure 2.1

Note: To delete multiple schedules at once, select them by ticking the tick boxes on the left and then click the trash icon.

Scheduling Type:
- Scheduled Alert: delivered only if report has data at scheduled time
- Scheduled Reporting Item: delivered regardless of data
Select time zone
Select start date
Enter start time
Choose a recurrence period or select Custom Recurrence

Figure 2.2

STEP 5: Configure in Delivery tab:
Email Delivery Type:
- Send to selected users
- Select Delivery Method: Link, Attachment, or Embedded HTML
- Customize default template if needed
File Location Delivery Type:
- Save report to disk
- Select Export File Type: PDF, Word, Excel, CSV

Note: Reports sent to disk can be accessed by your Administrator.

Figure 2.3

Figure 2.4