Tableau Server MailScheduler

Inform anyone you want

Perfectly scheduled Tableau Dashboards from multiple workbooks by email. Curious how to deliver PDF reports, CSV files or inline images of your Tableau Dashboards by email to large groups of users? Tableau Server MailScheduler is the simplest way to achieve your goal!

MailScheduler is the missing enterprise functionality in the broad set of features Tableau Server offers. Recipients, inside or outside of your organization, can receive in their mailbox the filtered dashboards you send them as PDF, CSV or inline images. It is not necessary for them to have any Tableau experience, nor do they need to log in to your Tableau Server to see the dashboard. In addition, you can schedule when they will receive it! Above all, you are able to send one PDF file with several dashboards from multiple workbooks on your Tableau Server. You can also choose to send several PDF files with only one personalized dashboard. The choice is yours!

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MailScheduler Use Case

Have you ever met the challenge of having to periodically share management information with all shop owners or outlet managers? Tableau Server is an excellent tool to do this, but what if you want to send one PDF file with several dashboards from different workbooks? Or, what if there is a large group of users in your organization that have no access to Tableau Server yet? Have you ever tried to share your dashboards with people from outside your organization or behind a firewall on a regular basis?

Tableau Server MailScheduler is the perfect solution to the abovementioned issues! It comes in handy when sending multiple filtered dashboards, originating from one or more published workbooks, as a single PDF file to the mailboxes you want! Use filters, special views and parameters to create the personalization you need! You can even automatically store every created PDF file on your network drive for auditing or any other purpose.

Tableau Server Mail Scheduler - Send personalized PDF files or embedded images of your dashboards per email to any user you wont

Awesome Features

  • Send PDF copies of your Tableau dashboards from different workbooks by email

  • Send CSV files of your Tableau dashboards by email

  • Create personalized emails with inline images

  • Use filters and/or set parameters in dashboard views to create personalized emails

  • Get a head start in implementing Tableau Software in your entire organization.

  • Automated time scheduled mailings

  • No separate reporting infrastructure needed for non Tableau users

  • Manage groups and accounts to operate the PDF Scheduler

  • Simple, flexible and reliable in scheduling and operations

  • Live and running in less than a day

  • No additional investments in hardware or licenses

  • Remote installation support available (not included in the subscription)

  • Push information to people that are not able or allowed to use the published interactive dashboards inside and outside your organization

PDF Scheduler - create mail and store personalized PDF reports from one or more of your Tableau Dashboards. This is the task configuration screen
Maria Ovcharova


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