Scheduled email

Outcome

A dashboard view you care about lands in your team's inbox on the configured cadence as a PDF, with a per-recipient list and a sensible quiet-hours rule.

Prerequisites

Scope	What it lets you do
reports.dashboard.write	Save schedules on views
reports.email.send	Send / un-send schedules

How rendering works

The scheduler is process-level (not pg-boss) — it polls every minute or so and fires on the schedule. Rendering uses headless Chromium to produce a faithful copy of the dashboard view.

Setting up a schedule

1. Open the view you want to schedule. View picker → Schedule email.

2. Pick frequency:

   Frequency	Examples
   Daily	Weekday-only, weekend-only, all-week.
   Weekly	Mondays at 7am, Fridays at end-of-day.
   Monthly	First business day.
   Cron	Expert mode.

3. Pick recipients:

   • Distribution list (e.g. billing-team@).
   • Individual users.
   • Role groups (e.g. all supervisors).

4. Pick PDF options:

   Option	Use
   Page size	Letter, A4.
   Orientation	Portrait, landscape.
   Color theme	Light (default), Dark.
   Cover page	Yes / no.

5. Pick quiet-hours:

   Quiet	Effect
   None	Send any time.
   Holidays only	Skip US/UK holidays (tenant-configured).
   Off-hours window	Skip weekends + nights.

6. Save. The schedule activates immediately; the next firing time is shown.

Managing schedules

/admin/dashboard-schedules lists every schedule:

Column	Meaning
View	The dashboard view rendered.
Cadence	When it fires.
Recipients	List size.
Last sent	Last successful send.
Last status	SENT, FAILED.

Click into a row → run history + edit.

Pause / unpause

Use Pause when:

• You're rebuilding the underlying view (avoid sending half-built).
• A recipient list needs cleanup.
• You're going on extended leave (avoid filling inboxes).

Pause stops firing; resume continues without backfilling missed runs.

Per-recipient overrides

If a recipient wants:

• A different cadence (weekly vs daily) → make a separate schedule.
• A subset of widgets → make a different view + schedule on that.
• No PDF, just a link → the schedule has a Link only mode.

Validation

Check	Expected
Schedule fires at configured time	Yes; logged.
PDF renders with the dashboard's filters	Yes.
Quiet-hours skips firings	Yes; logged as SKIPPED.
Pause stops firing	Yes; resume continues.

Troubleshooting

Symptom	Cause	Fix
Email never arrives	SMTP credentials, recipient bounced	Check the schedule's run history.
PDF is blank	Render timeout, view loaded too slowly	Increase render timeout, or simplify the view.
Sent twice	Duplicate firing during retry	Audit log shows both; ping support.
Holidays not skipped	Tenant holiday calendar empty	Admin → tenant calendar.

Where to next

• 8.4 — Drill-through & export — for in-the-moment exports.
• 1.6 — Day 1 as a billing supervisor — the supervisor email playbook.