You can use the available filters to display charts based on Name (chart title), Type (visualization format), Dataset (data source used), Owner (chart creator), Dashboard (dashboards where the chart is used), and Favorite (charts marked as favorites).

• Name: Displays the name of the chart. Click the name to open the chart details page.
• Type: Displays the visualization type used in the chart.
• Dataset: Indicates the dataset from which the chart retrieves data.
• On dashboards: Displays the dashboards to which the chart is currently added.
• Owners: Displays the user who created the chart.
• Modified By: Displays the user who last modified the chart.
• Last Modified: Displays when the chart was last updated.
• Actions: Displays available actions for the chart. The delete option is available only to the chart owner; for other users, it appears greyed out. Action icons are visible when you hover your cursor over the charts entry in the table.

A icon beside each chart allows you to mark or unmark it as a favorite for quick access.

Refer to Dataset Filters for details regarding the metrics and columns included in each dataset.

• All charts: Displays all chart types available for chart creation, without filtering.
• Featured: Displays commonly used or recommended chart types to help you quickly select suitable visualizations for typical analytics scenarios.
• Category: Groups charts based on the analytical purpose or visualization style. When a category is selected, relevant chart types appear in the right panel for selection. Categories organize charts by how data is analyzed, such as showing trends over time, comparing values, analyzing distributions, showing relationships, representing parts of a whole, displaying rankings, presenting tabular data, or visualizing flows and KPIs.
• Tags: Provides additional filtering based on visualization characteristics or rendering styles (for example, bar-based, line-based, intensity-based, legacy formats, and so on). Selecting a tag filters the available charts to those supporting the selected visualization style or capability.

You must select both dataset and chart type to proceed. After you select the chart, a brief introduction and examples of the selected chart are displayed.

Under Chart Source, the selected dataset is displayed.

1. In the Chart Source panel, click the icon next to the dataset name and select Swap dataset. The Swap dataset window is displayed, including the following warning: Warning! Changing the dataset may break the chart if the chart relies on columns or metadata that do not exist in the target dataset.
2. Choose the required dataset. A confirmation window appears, displaying the following warning message:

   Warning! Changing the dataset may break the chart if the metadata does not exist.

3. Click Proceed. If the system detects matching controls (columns or metrics) between the old and new dataset, the following dialog appears in the Data tab:

   Keep control settings? You've changed datasets. Any controls with data (columns, metrics) that match this new dataset have been retained.

   Select one of the options:

   • Clear form: Removes previously configured columns and metrics.
   • Continue: Retains compatible controls and removes only incompatible ones.

The Data tab controls how data is queried, grouped, aggregated, filtered, and structured before visualization.

1. (Optional) Change the previously selected chart type.
   Under the Data tab, a snapshot of commonly used chart types is displayed for quick selection. By default, the chart type selected during chart creation is highlighted. If you want to select a different chart, complete the following steps: If required, you can select any other chart type directly from this snapshot. If you want to select a chart type that is not listed in the snapshot, complete the following steps:

   • Click View all charts. The Select a visualization type window is displayed.
   • Select the required chart type and click Select.
   When you change the chart type, the configuration options available under the Data and Customize tabs automatically change to reflect the analytical and visualization requirements of the selected chart type.

   Note: When the same metric is used across multiple charts within a dashboard, a consistent base color is applied to maintain visual uniformity. In time-based comparison charts (for example, multi-week comparisons), the same metric across different time periods is displayed using the same color with varying shades. To override the default color behavior and apply distinct colors for time-based comparisons, enable the Match time shift color with original series option under Customize > Chart Options in the chart configuration.

   Note: When you change the chart type (for example, from a Mixed Chart to a Table or Pivot Table), previously configured Metrics and Columns may not be displayed in the chart source, and the message Ineligible items are hidden may appear. This occurs because certain fields are not compatible with the selected chart type. To view and restore applicable fields, expand the Query section in the chart configuration panel.

   The following steps explain the options available when the chart type is selected as Table Chart.

2. In the Query section of the Data tab, complete the following fields:
   • Query Mode: Select one of the following modes: Aggregate or Raw Records. In aggregate, data is aggregated by grouping it using selected Dimensions and calculating summary metrics. In raw records, displays individual rows from the dataset without aggregation.
     • Aggregate: Aggregates data by grouping it using selected Dimensions and calculating summary metrics.
     • Raw Records: Displays individual rows from the dataset without aggregation.
   • For Aggregate, complete the following fields:
     • Dimensions: You can define how data is grouped in the table and the level of detail provided. To add a dimension, complete one of the following steps:
       • Drag and drop a column from the Columns section in left panel into the Dimensions field.
       • Click the + button. The My column dialog box is displayed. Select a predefined column from the Saved or Simple tab, or define a custom SQL expression using the Custom SQL tab, and then click Save.

       Refer to Dataset Filters for details regarding the metrics and columns included in each dataset.

       Note: To access and enable the Time Grain option, you must add the Time column to the Dimensions field. Once added, the Time Grain field appears. For other chart types (such as Bar Chart or Line Chart), the Time column must be added to the X-axis field under Query to enable Time Grain.
     • Time Grain: You can define the interval at which data is aggregated. Select a time from the drop-down list. Available options include 30 second, minute, 3 minute, 5 minute, 10 minute, 15 minute, 30 minute, Hour, Day, Week, Month, and Quarter. By default Time Grain is set to Day. As an example, if Hour is selected, the system groups data into hourly intervals and calculates the selected metrics for each hour within the defined Time Range filter.
     • Metrics: You can define the metrics that represent the numerical values calculated for each dimension group. To add a metric, complete one of the following steps:
       • Drag and drop a column or metric from the left panel into the Metrics field.
       • Click the + button. The My metric dialog box is displayed. Select a predefined metric from the Saved tab, a predefined column and an aggregation function from the Simple tab, or define a custom SQL expression using the Custom SQL tab, and then click Save.

         Refer to Dataset Filters for details regarding the metrics and columns included in each dataset.

       Note: You can add more than one metric to the chart.
     • Percentage metrics: You can define metrics to be displayed as a percentage of the total. The percentage is calculated from only the data within the row limit. To add a percentage metric, complete one of the following steps:
       • Drag and drop a column or metric from the left panel into the Percentage metrics field.
       • Click the + button. The My metric dialog box is displayed. Select a predefined metric from the Saved tab, a predefined column and an aggregation function from the Simple tab, or define a custom SQL expression using the Custom SQL tab, and then click Save.
     • Filters: You can restrict the dataset before aggregation is performed. To add a filter, complete one of the following steps:
       • Drag and drop a column or metric from the left panel into the Filters field.
       • Click the + button. A dialog box is displayed. Define a custom filter using the Simple or Custom SQL tab and click Save.

       By default, a Time filter is applied with the value “Last Day”. This filter determines the time range for the query. Click the existing Time filter to configure a different Time Range. A dialog box is displayed, defaulting to the Simple tab. Click the Time Range field. The Edit time range dialog box is displayed. Complete the fields, confirm that the Actual time range displayed at the bottom of the dialog box displays your intended configuration, and click Apply.

     • Range Type: Select a range type from the drop-down list:
       • Last: Relative to current time
       • Previous: Completed calendar period
       • Custom: User-defined range
       • Advanced: Advanced time logic
       • No Filter: Removes time restriction
     • For Last, select from following options:
       • Last day: This generates a daily report from the present day (12 AM) until the current time.
       • Last week: This generates a weekly report of the previous seven days from 12 AM until the current time.
       • Last month: This generates a monthly report of the previous 30 days from 12 AM until the current time.
       • Last quarter: This generates a quarterly report of the previous 90 days from 12 AM until the current time.
     • For Previous, select from following options:
       • previous calendar week: This generates a weekly report for the previous calendar week. Example: If you are creating a report on September 14, you will get the report from September 2 (Sunday) at 12 AM until September 9 (Sunday) at 12 AM. This generates a daily report from the present day (12 AM) until the current time.
       • previous calendar month: This generates a monthly report for the previous calendar month. Example: If you are creating a report on September 14, you will get the report for the entire month of August.
     • For Custom, select START (INCLUSIVE) and END (EXCLUSIVE) times and dates from the following options:
       • Relative Date/Time: This option allows you to select the time grain ranging from seconds to a quarter and specify the duration before which you want to generate the report. Select a time range from the drop-down. After that, enter a time range that is less than or equal to three months before the day you want to generate the report.
       • Specific Date/Time: Select a date and time range from the calendar less than or equal to three months before the day you want to generate the report. This generates a monthly report for the previous calendar month. Example: If you are creating a report on September 14, you will get the report for the entire month of August.
       • Now: This option sets the time as the current system time of the current day (00:00:00). You can use this option in the END (EXCLUSIVE) field to get the data from a previous start time to the current time. Select Now in both the START (INCLUSIVE) and END (EXCLUSIVE) fields to obtain real-time, live data.
       • Midnight: This option sets the time as midnight of the current day (00:00:00).
     • For Advanced, define START (INCLUSIVE) and END (EXCLUSIVE) relative or expression-based time ranges for more granular filtering.
     • Select No Filter to include data from all available time periods.
     • (Optional) Sort query by: You can define a metric or column to use to sort the order of results. If not defined, the system sorts by the first selected metric by default. To add a metric of sorting, complete one of the following steps:
       • Drag and drop a column or metric from the left panel into the Sort query by field.
       • Click the + button. The My metric dialog box is displayed. Select a predefined metric from the Saved tab, or define a custom column using the Simple or Custom SQL tab and click Save.

         After a metric or column has been selected, the Sort descending option is displayed and is enabled by default, sorting the results/values in descending order. Click the checkbox to disable this option, results will be sorted in ascending order.

     • Server pagination: When enabled (default), pagination is handled on the server side to improve performance.
       • Server Page Length: Select number of rows per page using the drop-down; available options are: 10 (default), 20, 50, 100, and 200.

       If the option is disabled, you must define a Row Limit using the drop-down; available options are: 10, 50, 100, 250, 500, 1000 (default), 5000, 10000, and 50000.

     • Show summary: When enabled, displays an additional row showing total aggregation of the selected metrics. The summary calculation is not restricted by the server pagination row limit.
   • Click Query mode option Raw Records to define the fields to display detailed row-level data. Complete the following fields:
     • Columns: Select dataset columns to display. If Time is added, the Time Grain option appears.

       Refer to Dataset Filters for details regarding the metrics and columns included in each dataset.

     • Filters: Same configuration process as Aggregate query mode.
     • Ordering: Select the order from the drop-down.
     • Server Pagination: Same configuration process as Aggregate query mode.
3. In the Time Comparison section, complete the following field:
   • Time shift: Used to analyze performance changes across periods. Select the value from the drop-down list. Available options include 1 day ago, 1 week ago, 1 month ago, 1 year ago, Custom date, and Inherit range from time filter. If Custom date is selected, then you must also select the Shift start date (which defaults to the current day).

The remainder of this step explains the sections and configuration options available when the chart type is selected as Table Chart.

In the Options section, configure the following"

• Timestamp format: Select date and time format from the drop-down.
• Page length: This field appears when the Server pagination option is disabled on the Data tab.
• Search box: This option displays a client-side search box in the chart. By default, this option is disabled; click the checkbox to enable it.
• Allow columns to be rearranged: This option allows the user reading the table chart to rearrange columns in the rendered table by dragging and dropping the column headers to the position required. By default this option is disabled; click the checkbox to enable it. Note that the rearranged column order is not persistent; the columns will appear in their default order the next time the chart is opened.
• Render columns in HTML format: When enabled (default), HTML content inside table cells is rendered as formatted HTML elements such as hyperlinks.

View and interact with the visualization in the preview canvas to verify that the current configuration settings are producing the expected output. If you modify any configuration settings after generating the preview, click Update Chart to re-execute the query and refresh the visualization.

The chart must be explicitly saved to retain it beyond the preview session.

1. Complete the following fields:
   • Chart name: Enter a name for the chart. If a name was previously entered during chart configuration, this field is automatically pre-filled. You can modify it before saving.
   • Add to dashboard: Allows you to embed the chart directly into an existing dashboard. Select a dashboard from the drop-down list if you want the chart to appear there upon saving.
2. Click Save as... to create a new chart and save it to the Charts tab without navigating away from the current page. If you have selected a dashboard, you can select Save & go to dashboard; this will redirect you to the Dashboard tab.

   The Save (Overwrite) option is applicable only when modifying an existing chart and is available only to the owner of the chart.

• Save as...: Creates a new chart based on the current configuration. This option allows you to save a copy of the chart with a different name, without modifying the original chart.
• Save (Overwrite): Updates the existing chart with the latest changes. This option is available only to the chart owner. Users who are not the owner cannot overwrite the original chart and must use the Save as... option to create a new chart.

• Configure a Report Schedule for the Chart. For more information, refer to Configuring a Report Schedule for the Chart.
• Download the Chart Report. For more information, refer to Downloading the Chart Report.

• Schedule Name: Enter a name for the report schedule.
• Description: Enter a description for the report.
• Schedule: Select the frequency (day, week, or month) and time at which you want to trigger the report to be run and sent to the email recipients.
  • Day: Select the time at which you want the report to be sent each day.
  • Week: Select the day of the week and time at which the report to be sent.
  • Month: Select the day of the month (for example, 1st–31st) and the time at which you want the report to be sent each month.
  Note: The reporting period is determined by the schedule frequency and overrides any time filters configured in charts.

  • For daily schedules, the report includes data for the previous day.
  • For weekly schedules, the report includes data for the last 7 days.
  • For monthly schedules, the report includes data for the last 30 days.
  • Granularity: Specifies the time interval used to aggregate and present data in the scheduled report. The selected time interval determines the level of detail in the report. For example, if you set Granularity to Week, and schedule the report to run monthly, the report displays data aggregated by week within the reporting period.

    The values available for the Granularity option are dependent on the frequency configured in the Schedule option.

    Table 1. Granularity Options for Scheduled Reports

    Report Schedule	Granularity
    Day	15 minute, Hour, or Day
    Week	15 minute, Hour, Day, or Week
    Month	Hour, Day, Week, or Month

    A default granularity value is defined for existing schedules. For daily and weekly schedules, the default granularity is set to 15 minute, while for monthly schedule, the default granularity is Hour.

• Timezone: Select a timezone from the list.
• Format: Select a report format PNG (image) or CSV (spreadsheet).
  Note: The scheduled report in CSV format is restricted to render a maximum of 50,000 records.
• Email: Specify the email address of the recipient to whom you want to send the report. The current user's email address appears by default. You can enter email addresses of multiple recipients separated by commas or semicolons.

You can search, sort, and filter dashboards to quickly locate specific entries. Use the available filters to display dashboards based on dashboard name, status of the dashboard (Draft or Published), owner of the dashboard, and dashboards marked as favorites.

A icon beside each dashboard allows you to mark or unmark it as a favorite for quick access.

• Name: Displays the dashboard title. Click the name to open the selected dashboard details page.
• Status: Indicates whether the dashboard is in Draft or Published state.
• Owners: Displays the initials of the user who owns the dashboard.
• Last Modified: Displays when the dashboard was last updated.
• Actions: Allows you to perform the following actions. The action icons become visible when you hover your cursor over a dashboard entry in the table.
  • Delete: Allows you to delete the dashboard. Click the icon and confirm to delete the dashboard. The delete option is available only to the dashboard owner. For other users, the option appears greyed out.
  • Export: Allows you to export a dashboard to create a backup copy or to share with other users. Click the icon to export the dashboard.

    Dashboards are exported as .zip files instead of the earlier .dashboard format. This ZIP file must be imported as-is without extracting its contents. On some systems (for example, macOS), ZIP files may be automatically extracted and the original ZIP file removed. In such cases, ensure that the original ZIP file is used for import. Data Studio continues to support backward compatibility with the legacy .dashboard format.

    You can import the exported file into the same or another account. To import a dashboard, click the icon to open the Import Dashboard window, select the exported file, and then click Import. The imported dashboard is added to the dashboard list.

You can also use the Bulk Select option to select multiple dashboards and delete or export them in a single operation.

• The Charts tab displays the list of charts available to you.
• The Layout elements tab allows you to add structural components to organize the dashboard.

• Tabs: Creates tabbed sections within the dashboard. You can enter a title for the tab.
• Row: Adds a horizontal container to place charts or columns.
• Column: Adds a vertical container within a row to structure charts side by side.
• Header: Inserts a title or section heading.
• Text/Markdown: Adds formatted text for notes or contextual information.
• Divider: Inserts a horizontal separator to visually distinguish sections.

1. Add an existing chart: To add an existing chart, drag and drop it from the Charts tab in the right panel onto the dashboard canvas.
   Use the filtering and sorting options in the Charts tab to locate specific charts by recent creation or modification, name, visualization type, and dataset.

   • Show only my charts: If selected, displays only charts owned by you; when cleared, displays all charts you have access to.
2. Create and add a new chart: To create a new chart, click + Create new chart and configure the chart as required. Once saved, the chart is automatically added to the dashboard. For more information, refer to Creating a Chart.

After adding charts to the dashboard canvas, additional controls become available for managing both individual charts and the overall dashboard. At the chart level, you can click on the chart to modify the title, resize the chart tile using the corner and side handles, reposition it using the drag handle, or remove it from the dashboard by clicking the icon. At the dashboard level, you can delete the entire dashboard (if you are the owner) or use the icon to change the background to Transparent, which inherits the underlying page theme, or White, which applies a solid white background for a consistent visual presentation.

Alternatively, click the icon and select Save as. The Save dashboard window is displayed.

1. Choose one of the following options:
   • Overwrite Dashboard [Dashboard Name]: Updates the existing dashboard with the current changes.
   • Save as: Allows you to save a copy of the dashboard with a different name, without modifying the original dashboard.
2. (Optional) Select also copy (duplicate) charts to create independent copies of the charts included in the dashboard.
3. Click Save to save the dashboard.

1. In the Settings tab, configure the following fields:
   • Filter Type: Select a filter type from the drop-down:
     • Value
     • Numerical Range
     • Time Range
     • Time Column
     • Time Grain
   • Filter Name: Enter a name for the filter. The filter name you enter automatically appears in the left side of the dialog box.
   • Dataset: Select the dataset to which the filter applies.

     This option is not available when Filter Type is set to Time Range, as the time range is applied globally.

   • Column: Select the dataset column on which filtering will be applied. This option is displayed only when the Filter Type is set to Value or Numerical Range.
   • Filter Configuration: Allows additional filter behavior customization. Options displayed are dependent on the Filter Type selected.
     • Values are dependent on other filters: This filter configuration option is available only when more than one filter is created. Select this option if you want to limit available filter values based on selections made in other filters, ensuring only relevant values are shown.
       • Values dependent on: Using the drop-down, select a filter whose selected values will influence this filter’s available options.
       • Time Column: Select the dataset time column used when dependency is based on a time period selection.
     • Pre-filter available values: If you want to add a dataset filter, select this option and complete the following fields:
       • Pre-filter: Click the +Add filter field. The filter dialog box is displayed. Define a custom filter using the Simple or Custom SQL tab.
       • Time range: Click the time range field to open the Edit time range dialog box. Select the time period for which data should be displayed. You can set the Range Type to filter data using commonly used recent periods (such as Last day, week, month, or quarter), Previous calendar periods (such as previous calendar week or month), Custom ranges to manually specify start and end date and time, or Advanced options to define relative or expression-based time ranges for more granular filtering. You can also select No filter to include data from all available time periods.
     • Sort filter values: If you want to sort the displayed result, select this option and complete the following fields:
       • Sort Ascending: Select this option if you want to display the results in ascending order.
       • Sort Descending: Select this option if you want to display the results in descending order.
       • Sort Metric: Select this option if you want to display the results based on the metric value.
     • Single Value: This option is displayed only when the Filter Type is set to Numerical Range. Select this option if you want to restrict numeric filtering to a single comparison type instead of a range.
       • Minimum: Select this option to display results greater than or equal to the specified value.
       • Exact: Select this option to display results matching the specified value exactly.
       • Maximum: Select to display results less than or equal to the specified value.
   • Filter Settings: If you want to add the filter value, complete the following fields:
     • Description: If required, enter a brief description of the filter.
     • Filter has default value: Select this option if you want to select a default value for the filter. This option displays the results based on the default value.
     • Filter value is required: Select this option if you want to choose a different default value for the filter every time. This option enables you to select a filter value and displays the result based on the selected value.
       Note: If you select this option, the Filter has default value option will be disabled.
     • Select first filter value by default: Select this option if you want to select the default first filter value. This option will not allow you to select a default filter value.
     • Can select multiple values: Select this option if you want to choose multiple filter values. This option enables you to select multiple filter values and displays the result based on the selected values.
     • Dynamically search all filter values: Select this option if your dashboard displays more than 1000 filter values. Selecting this option enables dynamically searching that load filter values as users type.
     • Inverse selection: Select this option if you want to exclude the selected filter values from the result.
2. Scoping: Use the Scoping tab to control where the filter is applied. You can apply the filter to all panels or select specific panels or charts individually. Selecting All panels applies the filter across the entire dashboard, while clearing it allows you to choose specific panels or charts.

   

3. (Optional) If you want to add a divider, click Add Divider. Complete the following fields:
   • Title: Enter a title for the divider.
   • Description: Enter a brief description about the divider.
4. (Optional) Add more filters. Scroll to the bottom of the dialog box and click Add Filter.
5. (Optional) Reorder the filters and dividers using the drag-and-drop method.
6. Click Save to add the filters.

By default, all charts are selected. This means cross-filtering interactions apply to all charts in the dashboard.

1. Select or clear charts to control where cross filters are applied. Selecting a chart includes it in cross-filtering interactions. Deselecting a chart will exclude it from being filtered when applying cross-filters from any chart on the dashboard.
2. (Optional) Click Add custom scoping to define cross-filtering relationships for specific charts. Select a source chart from the drop-down list, and then select or clear the target charts that should respond to cross-filter selections from that source chart.
3. Click Save to apply and store the cross-filtering scope configuration.

Charts that are updated through cross-filtering display the icon, indicating that cross-filters are currently applied.

• Schedule Name: Enter a name for the report schedule.
• Description: Enter a description for the report.
• Schedule: Select the frequency (day, week, or month) and time at which you want to trigger the report to be run and sent to the email recipients.
  • Day: Select the time at which you want the report to be sent each day.
  • Week: Select the day of the week and time at which the report to be sent.
  • Month: Select the day of the month (for example, 1st–31st) and the time at which you want the report to be sent each month.
  Note: The reporting period is determined by the schedule frequency and overrides any time filters configured in dashboards.

  • For daily schedules, the report includes data for the previous day.
  • For weekly schedules, the report includes data for the last 7 days.
  • For monthly schedules, the report includes data for the last 30 days.
  • Granularity: Specifies the time interval used to aggregate and present data in the scheduled report. The selected time interval determines the level of detail in the report. For example, if you set Granularity to Week, and schedule the report to run monthly, the report displays data aggregated by week within the reporting period.

    The values available for the Granularity option are dependent on the frequency configured in the Schedule option.

    Table 2. Granularity Options for Scheduled Reports

    Report Schedule	Granularity
    Day	15 minute, Hour, or Day
    Week	15 minute, Hour, Day, or Week
    Month	Hour, Day, Week, or Month

    A default granularity value is defined for existing schedules. For daily and weekly schedules, the default granularity is set to 15 minute, while for monthly schedule, the default granularity is Hour.

• Timezone: Select a timezone from the list.
• Format: Select a report format PNG (image), CSV (spreadsheet), or PDF (document).
  Note: The scheduled report in CSV format is restricted to render a maximum of 50,000 records.
  Note: When scheduling a dashboard report, only the first page (or tab) of a multi-page dashboard is included in the generated report. Additional pages are not included in the scheduled email.
• Email: Specify the email address of the recipient to whom you want to send the report. The current user's email address appears by default. You can enter email addresses of multiple recipients separated by commas or semicolons.

A Drill By pop-up window opens, displaying the selected metric filtered to the chosen data point and regrouped by the selected column. The window shows the drill path, visualization (Chart or Table view), and related dataset details, allowing you to analyze the breakdown without modifying the original dashboard chart.

You can also use the available filters to display schedules based on Name (name configured for the schedule), Status (operational state), Owner (who created the schedule), and Format (how the report is rendered).

• Last Run: Displays the date and time at which the report was last run.
• Name: Displays the name of the report.
• Schedule: Displays the time at which the report is scheduled to run.
• Format: Displays the format of the report.
• Owners: Displays the name of the user who created the scheduled report.
• Active: Indicates whether the schedule is enabled or disabled. Only the owner of the scheduled report and users with Prime Administrator privileges can enable or disable the schedule.
• Actions: Displays all the actions that you can perform on a configured schedule, as described in the following table. Action icons are visible when you hover your cursor over the schedule entry in the table.

  Table 3. Actions Description

  Action Icons	Description
  (Execution Log)	View the execution log of the scheduled report.
  (Edit)	Edit the scheduled report. Only the user who created the schedule (the owner of the schedule) can edit the schedule.
  (Delete)	Delete the scheduled report. Only the user who created the schedule (the owner of the schedule) can delete the schedule. The owner of the schedule can also use the Bulk Select option to select several schedules and delete them all at once.

Under General Information, specify basic details to identify and manage the schedule, including its name, description, and activation status.

• Schedule Name: Enter a unique name to identify the scheduled report.
• Description: Enter an optional description for the schedule. This description is included in the report notification to help recipients understand the purpose or context of the report.
• Schedule is active: Use the toggle button to enable (default setting) or disable the schedule.

  If the schedule is enabled, the reports will be sent to the recipient according to the schedule. If the schedule is disabled, the schedule becomes inactive and the report does not run at the configured frequency.

Under Report Contents, define the report source and output format.

• Content Type: Select one of the following:
  • Dashboard: Specifies to create a schedule for a dashboard report.
  • Chart: Specifies to create a schedule for a chart report.
• Select Chart / Select Dashboard: Based on the selected content type, choose the specific chart or dashboard from the drop-down list to include in the scheduled report.
• Content Format: Select the format in which the report will be delivered. The supported formats are PNG, CSV, and PDF; PDF is available only for the Dashboard content type.
  Note: When scheduling a dashboard report, only the first page (or tab) of a multi-page dashboard is included in the generated report. Additional pages are not included in the scheduled email output.
  Note: The scheduled report in CSV format is restricted to render a maximum of 50,000 records.

Under Schedule, configure the schedule frequency, time range used for data aggregation, and time-zone settings. The default configuration is every day at midnight (00:00) in your local time zone and a granularity of 15 minutes.

• The report schedule can be set on a daily, weekly, or monthly basis.
  • Day: Select the time at which you want the report to be sent each day.
  • Week: Select the day of the week and time at which the report to be sent.
  • Month: Select the day of the month (for example, 1st–31st) and the time at which you want the report to be sent each month.
  Note: The reporting period is determined by the schedule frequency and overrides any time filters configured in charts or dashboards.

  • For daily schedules, the report includes data for the previous day.
  • For weekly schedules, the report includes data for the last 7 days.
  • For monthly schedules, the report includes data for the last 30 days.
• Granularity: Specifies the time interval used to aggregate and present data in the scheduled report. The selected time interval determines the level of detail in the report. For example, if you set Granularity to Week, and schedule the report to run monthly, the report displays data aggregated by week within the reporting period.

  The values available for the Granularity option are dependent on the frequency configured in the Schedule option.

  Table 4. Granularity Options for Scheduled Reports

  Report Schedule	Report Granularity
  Day	15 minute, Hour, or Day
  Week	15 minute, Hour, Day, or Week
  Month	15 minute, Hour, Day, Week, or Month

  A default granularity value is defined for existing schedules. For daily and weekly schedules, the default granularity is set to 15 minutes, while for monthly schedule, the default granularity is Hourly.

• Timezone: Select the time zone to use for the schedule.

Under Notification Method, specify how the report is delivered and the recipients who receive it.

• Notification Method: Displays the delivery method used for sending reports. Currently, reports are delivered via Email.
• Email subject name (optional): Enter a custom subject line for the email notification.
• Email recipients: Enter the email addresses of primary recipients who will receive the report. The current user's email address appears by default. You can enter email addresses of multiple recipients separated by commas or semicolons.