Checklist for emailing as PDF or PNG

ID

112

Required

Any name or id value you make up. Numbers are recommended. The ID is helpful for tracking each line if there is a problem.

URL

TestA/Sheet3

Required

The part of the master report's URL that comes after /views/  and before ?   See more below.

URL-Filters

?Salesperson Name=John Smith

Optional

The Tableau attribute to be used as a filter, and the value that is to be selected. For multiple selections, put a comma between the values:
?Region=20,22
or

?Salesperson Name=John Smith
or combine multiple filters with an ampersand
?Salesperson Name=John Smith&Region=20,22

Recipient-Email-Address

jsmith@yourcorp.com;jdoe@yourcorp.com

Required

one or more email addresses to receive this report, separated with semi-colons.

Recipient-Name

John Smith

Optional

For your reference only. You may add whatever comments you want here.

Output-File-Name

"J Smith Sales.pdf"
    or
JSmithSales.png

Required

The name of the report that will be attached to the email.
No special characters. If there are spaces in the name, the name must be surrounded by quotes.

Output-Format

pdf
png
    or
fullpdf

Required

"fullpdf" will include every published tab in the workbook. Note that for this feature, the workbook must be published with Show Sheets as Tabs.

Subject-Line

John's Daily Sales report

Required

The text that will appear in the subject line of the email.

Body-Line

Please see the attached report.

Optional

The text that will appear in the body of the email.

Options

--pagelayout portrait --width 800

Optional

Optional PDF format options for pagelayout, pagesize, width and height. See more below.

Schedule

M1

S

D

Required

M1 = first of the month

S = weekly on Sundays

D = Daily, early mornings after the nightly refresh