---
title: Scheduling Dashboard Emails in Intentwise Analytics Cloud (IAC)
description: Learn how to automate dashboard delivery, set recurring email schedules, and manage recipients in Intentwise Analytics Cloud. (Email scheduling, dashboard reports, automated delivery)
---

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# Scheduling Dashboard Emails in Intentwise Analytics Cloud (IAC)

## Learn how to automate dashboard delivery, set recurring email schedules, and manage recipients in Intentwise Analytics Cloud. (Email scheduling, dashboard reports, automated delivery)

The **Email Scheduler** in **Intentwise Analytics Cloud (IAC)** allows you to email dashboards at scheduled intervals automatically. Instead of manually downloading or sharing PDFs, you can set daily, weekly, monthly, or one-time deliveries—ensuring stakeholders receive consistent insights at the right time.

This feature is ideal for teams that rely on regular reporting, cross-team visibility, or automated insight sharing.

There are two ways in which you can create the email Schedules:  
1\. Directly from the Dashboard

2\. From Global Settings

#### **1. Create a Schedule from a Dashboard**

1. Under Intentwise Analytics, navigate to Insights\> Retail Analytics and open the dashboard.
2. Click the **Email** icon in the top bar.
   
   ![1](https://help.intentwise.com/hs-fs/hubfs/1.png?width=688&height=374&name=1.png)
3. In the pop-up, click **Create New Schedule**.
4. Fill in the schedule details:
   
     - **Schedule Name**
     - **Start & End Date**
     - **Frequency** (Once / Daily / Weekly / Monthly)
     - **Time & Time Zone**
     - **Recipients** (Typeahead search)
5. Expand the filter bar and review the applied filters.
   
   ![3-1](https://help.intentwise.com/hs-fs/hubfs/3-1.png?width=688&height=374&name=3-1.png)
6. Click on **Create Schedule**.

#### **2. Create a Schedule from Global Settings**

1. Go to **Global Settings** → **Email Schedules**.
2. Click **Create New Schedule**.
   
   ![Screenshot 2025-12-16 at 11.40.04 AM](https://help.intentwise.com/hs-fs/hubfs/Screenshot%202025-12-16%20at%2011.40.04%20AM.png?width=688&height=335&name=Screenshot%202025-12-16%20at%2011.40.04%20AM.png)
3. Select the App and Dashboard.
   
   ![11](https://help.intentwise.com/hs-fs/hubfs/11.png?width=688&height=374&name=11.png)
4. Fill in the schedule details:
   
     - **Schedule Name**
     - **Start & End Date**
     - **Frequency** (Once / Daily / Weekly / Monthly)
     - **Time & Time Zone**
     - **Recipients** (Typeahead search)
5. Click on **Create Schedule**.

### Before You Start

- **Insights must be activated.** Email schedules are available for Intentwise Analytics Cloud Insights dashboards. If you don't see the Email icon, ask your admin to activate Insights from **My Connections**.
- **Recipients need access.** You can only add recipients who are users in your organization and have access to both the dashboard and the selected account. If someone doesn't appear in the recipient search, give them access to the dashboard and account first.
- **Filters and date range are saved with the schedule.** The filters and date range applied to the dashboard when you create the schedule are used for every email. For example, if "Last 14 days" is selected, each email shows the last 14 days as of the send date. When you create or edit a schedule from Global Settings, you'll see the applied filters and a link to the dashboard.

### Who Can Create Schedules

| Role | What they can do |
| --- | --- |
| Admin | Create schedules for any dashboard, from the dashboard or from **Global Settings → Email Schedules**, and add any recipient who has access to the dashboard. |
| Analyst | Create schedules from individual dashboards only, with themselves as the recipient. No access to Global Settings → Email Schedules. |
| Read-only | Cannot create schedules. Can view schedule details, but not the recipient list. |

Learn more about [user roles](https://help.intentwise.com/different-user-roles-within-the-platform-with-different-functionalities?hsLang=en).

### **Managing Existing Schedules**

#### **Dashboard-Level Management**

To view schedules tied to a dashboard:

1. Open the dashboard.
2. Click the **Email** icon.

You’ll see schedules you created and schedules you are subscribed to.

**Available actions:**

- **Edit / Delete** (creators only)
- **Subscribe / Unsubscribe** to schedules
- **View Details
  
  ![8](https://help.intentwise.com/hs-fs/hubfs/8.png?width=688&height=374&name=8.png)**

#### **Managing All Schedules in Global Settings**

1. Go to **Global Settings** → **Email Schedules**.
2. View all schedules you own or receive. Columns shown include: Dashboard, Schedule Name, Frequency, Time, Creator, and Status.
   
   ![10](https://help.intentwise.com/hs-fs/hubfs/10.png?width=688&height=374&name=10.png)
3. Available actions:
   
     - **Delete**
     - **Pause/Resume**
     - **Subscribe / Unsubscribe** to schedules

### Frequently Asked Questions

#### **Why can't I find a user in the recipient list?**

The user must belong to your organization and have access to the dashboard and the selected account. Update their access, then try again.

#### **Can I send a schedule to someone outside my organization?**

Not directly. Add them as a user with access to the dashboard first. Learn how to [add new users](https://help.intentwise.com/steps-for-adding-new-users-to-intentwise?hsLang=en).

#### **Why doesn't the email show the dates I expected?**

Schedules use the date range that was selected on the dashboard when the schedule was created. To change it, edit the schedule or recreate it with a different date range.

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