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Domo Knowledge Base

Emailing a KPI Card

Version 14

 

You can email a KPI card from either the card page or the Details view. If you email a card from the Details view when filters are applied, those filters are applied in the email version of the card. For more information about applying filters, see Adding Filters to Your Chart. This option is available only for KPI cards (that is, you cannot email notebook cards, Sumo cards, etc.). However, all chart types are supported, including tables.

If data in a card is filtered due to PDP policies, those filters are applied in the emailed version. For more information about PDP, see Personalized Data Permissions (PDP).

To email a KPI card,

  1. Do either of the following:

    • (Conditional) If you are in the card page, mouse over the card that you want to email, click  > Send / Export.
      The Export dialog opens.

    • (Conditional) If you are in the Details view, click  > Send / Export.
      The Export dialog opens.

  2. Select Email.

  3. Enter the recipient's email address in the To field.

  4. Enter subject text into the Subject field.

  5. Enter a message into the Message field.

  6. Click Send Email.