Liveboard schedule management

Administrators and users with the can schedule for others privilege can schedule and manage Liveboard jobs for other users and groups. Users don’t need the can schedule for others privilege to schedule and manage Liveboard jobs for themselves. Users must have at least view-only access to the Liveboards they share.

Scheduled Liveboards adhere to row-level security rules. If the recipients are users in ThoughtSpot, they can only see data based on their own access to that Liveboard. If the user doesn’t have view-only or greater access to the Liveboard, they don’t see any data in the email. However, if the recipients aren’t ThoughtSpot users, then they have access to the dataset of the Liveboard based on the sender’s permissions.

The Liveboard visualizations are attached to the scheduled email as either CSV or PDF files. Saved configurations such as Liveboard filters are applied to the attachments. Refer to the Format types table to see how the Liveboard data is represented in each file format.

Note that as of 9.5.0.sw, you can choose to remove the option to attach CSV and PDF files to scheduled Liveboard emails. When the attached files feature is disabled, you will not see the Type, Format, Layout, Tabs, Branding, or Footer text options when scheduling an email. Scheduled Liveboard email recipients will receive an email with a link to the Liveboard, which they will need to sign in to see. To disable attached CSV and PDF files in scheduled Liveboard emails, contact ThoughtSpot Support.

To specify the layout of the Liveboard in the email, select Configure layout options. For more details about the layout options, refer to Download a Liveboard as a PDF.

To specify the layout of the Liveboard in the email, select Configure layout options. For more details about the layout options, refer to Download a Liveboard as a PDF.

The size of each email is limited to 25 MB, which matches most email services size limitations.

The total number of recipients for a scheduled Liveboard job cannot exceed the default of 1000.

Liveboard schedule pdf/csv/xlsx sent via emails is stored in the cluster until either of the following conditions are met:

You can manage all scheduled Liveboards on the Liveboard schedules page. Users who aren’t admins can only view Liveboard schedules they’ve created. You can select specific jobs and choose to pause, resume, edit, or delete them. You can have up to 50 scheduled jobs on your cluster at time. contact ThoughtSpot Support if you’d like to increase this limit.

View the Liveboard schedules page by selecting Data > Utilities > View Liveboard schedules.

Select the scheduled Liveboards and use the Delete, Resume, and Pause buttons to perform these bulk actions. Deleting a Liveboard will also delete any schedules linked to it.

Clicking on the row of a scheduled Liveboard opens a detailed view of every generated update of that scheduled Liveboard. You can see the start and end times of the scheduled Liveboard, as well as the status. Selecting a scheduled Liveboard shows more information about the status updates.

Select the scheduled Liveboard name link to jump to an Edit schedule page, where you can edit the schedule configurations.

You can also select the Liveboard link provided in the scheduled Liveboard emails to jump to the Liveboard in ThoughtSpot. In order to have the link direct you to the correct URL, you must first configure front end host and port access. contact ThoughtSpot Support to configure these settings.