Periscope Data Documentation

Connecting to Periscope

First Time Connecting

Connection Definitions

Common Connection Errors

Private Network SSH Tunnels

Integrations

Overview

Getting Started

Keyboard Shortcuts

Charts & Dashboards

Chart Overview

Chart Options

Dashboard Overview

Refresh Mechanics

Organizing Charts

Organizing Dashboards

Table-like Charts

Table Overview

Cohort Grids

Pivot Tables

Graph-like Charts

Overview & General Settings

Chart Types and Settings

Mixing Chart Types

Map Charts

Map Chart Overview

Heatmaps

Clusters and Bubbles

Satellite Maps

GeoJSON

Other Charts & Customizations

Pie Charts

Image Charts

Chart Annotations

Site Administration

Adding Users

Removing Users

User Types

User Groups

Two-Factor Authentication

Managing User Permissions

Dashboard Permissions

Site Preferences

Query Management

Color Themes

Dashboard Refresh Management

Usage Data

Periscope Cache

Caching Strategies

Querying the Periscope Cache

Cross-Database Joins

CSV Upload

Materializing Views

SQL Formatters

Using SQL Formatters

Composing SQL Formatters

Dollars and Percentages

Time Zone Formatters

Date Aggregation

Date Parts

Basic Filters

Custom Filters

Date Range Filters

Aggregation Filter

Adding, Moving, and Hiding Filters

Advanced Filters

Default Filters

Drilldowns

Parent-Child Filters

Matching Filter Values

Time Zone Conversions

Direct Replacement

User Friendly Names

Views

SQL Views

Joining to Views

More SQL Tools

SQL Snippets

Parameterized SQL Snippets

SQL Alerts

Automatic Joins

Version History

Sharing and Embedding

Sharing Dashboards Externally

Email Reports

Easy Embedding

Embed API

Embed API Options

CSV Download

Public CSV URL

Slack API

Slack Linking Reports

Data Management

Adding and Deleting Datasource

Spaces: Data-Level Permissions

Improving Query Throughput

Revoking Table Permissions

Salesforce Datasource

Schema Browser

SSO Integrations

Overview

Okta

OneLogin

Google Apps

Scheduled Email Reports

Emailing reports allows a user to schedule the time and day when they would like to send out a dashboard report. Dashboards that are emailed are always sent out with the default filters. Charts on the dashboard are refreshed at the specified time, and the email is sent upon completion of the refresh.

Checking or Changing the Default Filters

To check the default filters, open the filter ribbon and click the "Reset Filters" link at the bottom right.

Make sure that the filters set as default are the filters desired in the emailed dashboard! To change the default filter set, choose the appropriate filters and then click "Set As Default."

Creating an Email Report

Once satisfied with the default filters, select the "Dashboard Preferences" option in the dashboard menu.

Then click "Email Reports" section.

Next, select which days (or every day) and what time the report should be sent out.

After that, add or remove emails to the report.

To send a test report, simply add the email and click "Send Test"!

Restricting Email Reports

Administrators may turn off the ability to send out email reports from the Preferences Menu in Settings.

Turning off email reports will discontinue any currently scheduled emails and remove the Email Reports option from the Dashboards Preferences menu.

When emailed reports are disabled, Periscope will archive the pre-configured settings for the reports. When email reports are re-enabled, the previous email report settings will still be in place and will again take effect.