How to create a new "scheduled export" in platform analytis?

[Lisa71]

I can't view "new" in "scheduled export" in platform analytis. What's the difference between the core ui analytics "scheduled report" and platform analytics "scheduled export"? Thanks. 

[Robert H]

Hello @Lisa71 ,

As per the documentation you need to have the par_scheduler role to export dashboards that you have access to, or par_scheduler_admin role to export any dashboard.

Regards,

Robert

[Lisa71]

I already have par_scheduler_admin and par_scheduler, still can't view any "export" in dashboard, could you share the screenshot? Thanks. 

[Robert H]

Hello @Lisa71 ,

Is the documentation link that I provided not working? It explains the steps and has screen shots.

Here is where you can access the Export (download) and Schedule (email) menus for a Dashboard in Platform Analytics Center:

I have verified on a fresh Yokohama instance that having par_scheduler role makes these menu items available. If this is not the case on your end despite you having the roles I would suggest that you open a Now Support case.

Regards,

Robert

[jeffrubinoff]

What version are you on? Scheduled dashboard export was introduced in Yokohama.

[KiranP_ESBA]

Hello @Robert H  - thanks for the details.I am facing the same issue as Lisa. See picture below. I have Admin role and was able to create a dashboard and share it using Platform Analytics however I don't have the schedule option in the drop down menu. 

Thanks,

Kiran