Visualize+: Dashboard Subscriptions

Dashboard subscriptions enable you to send the results of questions on a dashboard to people via email on an hourly, daily, weekly or monthly cadence. You can send filtered results to specific members of your organization and customize the format of the attachment files.

IN THIS ARTICLE:

Creating a new subscription
Applying filters
Deleting a subscription

Creating a new subscription

You can easily set up a new subscription directly from a dashboard. By configuring a subscription, you ensure that you receive automated updates based on the metrics you are viewing.

Navigate to the desired dashboard
Click on the mail icon to access Subscriptions
Configure subscription recipients and frequency. You can optionally configure filter and attachment settings.
- Recipients
  - You can send email to team members with Visualize+ accounts by typing their names, and to people outside Visualize+ by typing their email address
- Frequency
  - Hourly: for business and health care critical metrics
  - Daily: for metrics that require close, day-to-day monitoring. You'll need to specify what time of day to send the dashboard
  - Weekly: for weekly check-ins and team syncs. You'll need to specify which day to send the subscription.
  - Monthly: for high-level overviews and long-term goal tracking. You'll need to specify which day to send the subscription.
- Additional Options
  - Opt not to send if there are no results
  - Opt to attach a PDF of the dashboard to the email
  - Opt to attach a CSV/XLSX with results

Click Done to complete the subscription.

Important Note: We advise against including PII and PHI in dashboard subscriptions. These are sent by email, which is not end-to-end encrypted.

Applying filters

You can set filters to apply when Visualize+ sends the subscription to send "views" of the dashboard to different people. Within the side panel to set filter values, complete the "Set filter values for when this gets sent" section.

This feature is helpful for specific providers or clinical supervisors who need to see a subset of an organization's data.

Deleting a subscription

To remove a subscription from a dashboard, select the subscription you'd like to remove. At the bottom of the side panel, select "Delete this subscription" > Done. Follow the instructions on the pop-up to confirm deletion.