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How do I schedule an Impact Hub dashboard for delivery?

Forum|Forum|13 days ago
September 3, 2026
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Overview

Scheduled Dashboard Delivery lets you send an Impact Hub dashboard to email recipients automatically on a recurring basis. Set up a schedule once, and your recipients receive the dashboard as a PDF on the days and times you choose — no manual exports needed.

Before you start

Make sure the following are true before setting up a scheduled delivery:

You own the dashboard you want to schedule. If you don't own it, ask the owner to create the schedule, or contact Bonterra Support with access questions.
You have the email addresses of everyone who should receive the dashboard.
You've confirmed that every recipient is authorized to view the dashboard's data. You're responsible for who receives the data.

Step 1: Open the schedule export option

Go to the Dashboards page and find the dashboard you want to schedule.
Click the options menu (three dots) next to the dashboard name.
Select Schedule an export.

Step 2: Add details

Enter one or more Email address values, separated by a comma or semicolon. Recipients don't need to belong to your organization.
Confirm the Export format — PDF is currently the only option. It preserves the dashboard's visual layout and works well for sharing and printing.
Enter a Schedule name. This is how you'll identify the schedule later on the Scheduled tab.
Optionally, check Custom email subject line to use a subject line other than the default. By default, the email subject matches the schedule name.
Select Next.

Step 3: Select frequency

Choose a Frequency: Daily, Weekly, Monthly, or Custom.

Using Custom frequency

Custom gives you the most control over timing. It starts from one of the three base frequencies.

Select a Base frequency: Daily, Weekly, or Monthly.
Refine the schedule:
- Days — with a Daily base, choose specific days of the week (for example, Monday through Friday only).
- Time and Time zone — set when the email should send.
- Repeat — choose Indefinitely or Until a specific date.
If you choose Until a specific date, enter a Repeat until date.
Review the Preview summary — for example, Mondays and Tuesdays and Wednesdays and Thursdays and Fridays at 09:00 AM CT, until August 31, 2026 — then select Next.

Step 4: Review and submit

Review the schedule details and frequency summary.
Check the authorization box to confirm you are authorized to share this dashboard on behalf of your organization, and that your organization assumes responsibility for any data shared as a result.
Select Submit.

Step 5: Confirm and manage the schedule

After submitting, you'll see a Scheduled export created successfully confirmation.
Find your new schedule on the Scheduled tab of the Dashboards page.
From the Scheduled tab, use the options menu on any schedule you own to Edit or Delete it.

Important things to know

PDF is the only export format. It preserves the dashboard's visual layout and works well for sharing and printing.
Recipients don't need to belong to your organization. You can enter any valid email address, separated by commas or semicolons.
You're responsible for who receives the data. Before submitting, confirm every recipient should have access to the dashboard's contents.
If a schedule owner leaves your organization, their schedules are paused. Contact Bonterra Support if this affects a schedule your team relies on.
Recipients can opt out of individual schedules without affecting the schedule itself by using the unsubscribe link included in every scheduled email.
If an email hasn't arrived, ask recipients to check their spam, junk, and promotions folders and confirm their email provider allows mail from Impact Hub.

What else do you need help with?

How do I schedule an Impact Hub dashboard for delivery? | How do I send an Impact Hub dashboard by email automatically? | Can I set up recurring dashboard exports in Impact Hub? | How do I set a delivery schedule for an Impact Hub dashboard? | Why isn't my scheduled Impact Hub dashboard email arriving? | How do I edit or delete a scheduled dashboard export in Impact Hub? | Who can create a scheduled export in Impact Hub?

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