Publications enable you to send an email containing a set of reports to a list of recipients, either registered to CoolaData or not.
A publication email displays the report charts, and includes a CSV attachment of the data of each report.
Any user can send a one-time publication from a report page.
Project admins can also create and manage scheduled publications.

Publications can also be sent as white-label, with your branding and mailing addresses. Contact your Customer Success Manager, or email us at support@cooaldata.com for more information.

 

Sending a One-Time Publication

  1. From any saved report page, click Options and select Publish. The following displays:
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  2. Define your publication:
    • Title: the title shown in the email.
    • Reports to Publish: the reports to include in the email.
    • Recipients List: any (valid) email address, whether registered to Cooladata or not. Add yourself as a recipient to receive a copy of the publication email.
  3. Click Publish now to send the publication. The email should arrive within a few minutes.

 

Defining a Scheduled Publication

You can create a new scheduled publication either from a report, as explained above, or from the publications page.

From Report

  1. From any saved report page, click Options and select Publish. The following displays:
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  2. Define your publication:
    • Title: the title shown in the email.
    • Reports to Publish: the reports to include in the email.
    • Recipients List: any (valid) email address, whether registered to Cooladata or not. Add yourself as a recipient to receive a copy of the publication email.
    • Frequency: the schedule for sending this publication email:
      • Daily: the email will be sent every day, at the hour you select (UTC).
      • Weekly: the email will be sent on day of the week and at the hour you select (UTC).
      • Monthly: the email will be sent on the day of the month and at the hour you select (UTC).
      • CRON Expression: define any schedule valid by CRON expressions. See www.cronmaker.com for a description of CRON expression syntax.
  3. Click Save to save the publication. It will be sent on the schedule you defined.
  4. You can also click Publish now (before or after saving the publication) to send the email right away.

 

From Publications

  1. From the Project menu (cogwheel icon at the top right), and select Publications.
  2. Here you can create new publication, and manage your publications.
  3. Click the + button at the top right to create a new publication.
  4. Define your publication, same as From Report (see above).

Note: A project can contain up to 5 saved publications. To enable your project to send more publication, contact your Customer Success Manager or email us at support@cooaldata.com.

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