Dashboard Subscription-Quick Tracking(Quick Tracking)-阿里云帮助中心

Subscribe to dashboards to receive scheduled email reports, and manage all your subscriptions in one place.

Note

This document is an introduction to Quick Tracking and technical integration and is not used as a sales basis. For specific products and technical services purchased by an enterprise, the commercial purchase contract shall prevail.

Overview

This feature includes two modules: dashboard subscription and subscription management. With dashboard subscription, you can subscribe to dashboards and configure the sending schedule and email content. With subscription management, you can view, edit, and delete all existing subscriptions.

Function introduction

Subscription Dashboard Path

Go to 「behavior analysis」-「statistics」-「visualization dashboard」, click 「dashboard editing and management」 in the upper-right corner, and choose 「subscription dashboard」.

Create a subscription dashboard

Click 「Subscription Dashboard」. In the dialog box that appears, configure the subscription name, sending settings, and email content.

To create a subscription, specify the following information:

「Basic Information」

Subscription Name: required. You can enter a subscription name based on the dashboard name, such as "Weekly Activity Analysis".

「Send Configuration」

Enable Notification: Turn this on to activate scheduled email delivery. Turn it off to pause notifications.
Sending Period: Configure the schedule as daily, weekly, or monthly.

1. Daily: Select every day, then choose a sending hour from 0 to 23.

2. Weekly: Select every week, then choose one or more days from Monday to Sunday, and a sending hour from 0 to 23.

3. Monthly: Select every month, then choose one or more dates from 1 to 31, and a sending hour from 0 to 23.

Receiving Email Address: Enter one or more recipient email addresses, separated by commas (,). If you have not configured a sending email address, set one in Reach Channel first.

「Email Content」

By default, the email body contains a snapshot image of the subscribed dashboard content.

Email Title: Optional. The default format is dashboard Name-Report Sending Date, such as Coupon Operation-20220101. You can customize the title using the following variables: ${date} for the report sending date, ${hour} for the sending hour, and ${dashboard_name} for the dashboard name.
Email Header and Footer: By default, the email contains only the dashboard snapshot image. If you specify a header, it appears before the chart. If you specify a footer, it appears after the chart.
Send PDF Attachment: Not selected by default. Select this option to include a PDF attachment in addition to the dashboard snapshot image.

Subscription management

Subscription management path: 「behavior analysis」-「home」-「subscription management」

Subscription management lists all configured subscriptions. After creating a dashboard subscription, click 「Subscription Management」 in the upper-right corner of the configuration page. Administrators can view all subscriptions; other users see only the subscriptions within their permission scope.

The subscription management page consists of the following components:

Filter box: Filter subscriptions by organization and application. The list is sorted by creation time in descending order.
Search box: Search by subscription name, dashboard name, email title, or recipient email address.
List display area: Shows the subscription name, recipients, delivery method, creator, application, organization, sending schedule, and last sending time.
Operation area: Click 「Edit」 to open the dashboard and modify subscription settings in the right-side panel. Click 「Delete」 to remove the subscription. Toggle the notification switch off to pause email delivery for the subscription.