Scheduling Dashboard/Reports

Setting Up Your Dashboard Schedule

1. Dashboard Visibility

• Make Dashboard Visible to Team: Enable this option to share your dashboard with your team members. This ensures collaborative access to the scheduled reports.

2. Email Schedule Configuration

• Enable Email Schedule: Activate this feature to set up automated email delivery of your dashboard.

3. Email Frequency

Choose how often you want to receive your dashboard:

• Daily: Receive updates every day
• Weekly: Get a weekly summary
• Monthly: Obtain a monthly overview

4. Time Settings

For Daily Frequency:

• Hour of Day: Select any hour from 12:00 AM to 11:00 PM to receive your daily report.

For Weekly Frequency:

• Day of Week: Choose any day from Sunday to Saturday.
• Hour of Day: Select the time of day for your weekly report.

For Monthly Frequency:

• Day of Month: (Not shown in the provided options, but typically available)
• Hour of Day: Choose the time for your monthly report.

5. Dashboard Timeframe

Select the data timeframe for your dashboard:

• Options range from "Last 1 Hour" to "Last Year"
• Popular choices include "Last 1 Week", "Last 1 Month", and "Last 3 Months"

6. Team Collaboration

• CC Team Members: Add team members to receive the scheduled dashboard emails. Available options include the list of users in your account.

7. Widget Selection

• Select Widget Type: Choose from a wide array of widgets to include in your dashboard. Options cover various categories such as:
  • Base analytics
  • Case management
  • Cyber intelligence
  • Geographical data
  • Risk assessment
  • Workflow management
  • Others

8. Data Source Selection

• Select Data Source: Choose the data source for your dashboard. Options include:
  • All
  • M: is for specific monitor label
  • F: is for specific folder label, all monitor data in the folder will be visualized

9. Filter Application

• Select Saved Filter: Apply a saved filter to refine your dashboard data. Options include:
  • None
  • Your Custom Filters

Best Practices for Dashboard Scheduling

1. Frequency Alignment: Align your email frequency with your team's operational rhythm. Daily for high-priority monitoring, weekly for regular updates, or monthly for trend analysis.

2. Time Zone Consideration: When setting the hour of delivery, consider the time zones of all recipients to ensure timely review.

3. Relevant Timeframe: Choose a dashboard timeframe that provides meaningful insights without overwhelming recipients with too much data.

4. Widget Curation: Carefully select widgets that provide the most relevant information for the scheduled report's purpose.

5. Team Inclusion: Regularly review and update the CC list to ensure all relevant team members receive the scheduled dashboards.

6. Filter Utilization: Leverage saved filters to focus on specific areas of interest and reduce noise in your scheduled reports.

7. Regular Review: Periodically review your dashboard schedules to ensure they remain aligned with your organization's evolving needs.

By leveraging DigitalStakeout Scout's dashboard scheduling features, you can ensure that critical intelligence is automatically delivered to your team, enhancing situational awareness and facilitating timely decision-making.