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Domo Knowledge Base

Emailing a Visualization Card

Version 15

 

You can email a Visualization Card from either the Dashboard 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 Visualization Cards (that is, you cannot email Notebook Cards, Sumo Cards, Document 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. 

To email a Visualization Card,

  1. Do either of the following:

    • (Conditional) If you are on the Dashboard, mouse over the Card that you want to email, click Wrench Icon.png > Send / Export.
      The Export dialog opens.

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

  2. Select Email.

  3. Enter one of the following in the Send to people and groups field:

    • The recipient's email address (if they are not a user in the Domo instance.)
    • The name of a user.
    • The name of a Group that contains the desired users.
       
  4. Click Add.
     
    Note: Only one Email, User, or Group can be added at a time. Repeat steps 3 and 4 until you have added all the people you would like to receive the Card.
    UI of Emailing a KPI Card.png
  5. (Optional) Check the box: Include a spreadsheet of your data as an attachment, if desired.
  6. Click Send.