Overview
Insights makes it easy to share your dashboards and charts with others outside your organization. Whether you need to send regular updates or trigger alerts based on specific data conditions, these features help ensure your valuable insights reach the right people at the right time.
Note: To provide maximum flexibility, schedules and alerts are turned off on FLYR Templates by default, but they’re fully enabled for any content you create! Just duplicate the desired template and save it in your My Documents page for personal use or in a shared folder within My Documents if your team needs access. From there, you can set up your own schedules, share with other users in the product, or even schedule external sharing.
This setup allows us to continuously update templates with new data points and features as they’re released—all without disrupting any schedules you’ve set up on your saved reports!
Destinations & Formatting Options Supported
Destinations | Format Options |
CSV, PNG, PDF, XLSX | |
SFTP | CSV (in Zip File), PNG, PDF, XLSX |
Webhooks | PDF, PNG, |
Deliveries & Alerts for Dashboards 📊
Setting Up Deliveries & Alerts
Navigate to Deliveries & Alerts:
Click on the
Filemenu located on the left-hand side.Select
Deliveries & Alerts.
Configure Delivery Settings:
Build a New Delivery: Choose option 1 to create a new delivery schedule.
Edit Existing Deliveries: Choose option 2 to modify existing schedules you own. If you don’t own the schedule, you can only subscribe to it or create your own.
Choose Delivery Type:
Schedule: Runs at a specified date/time regardless of results.
Alert (Beta): Delivers results based on conditions you set.
Set Delivery Parameters:
What to Send: Choose to send the entire dashboard or specific tiles (charts).
Destination: Select Email, SFTP, or Webhook.
Name the Delivery: Give your delivery schedule a meaningful name.
Customize Delivery:
Cadence: Define how often the delivery should occur (daily, weekly, monthly, or custom).
Formatting & Filtering: Customize the format and apply filters to the content.
Recipients: Specify who will receive the delivery.
Set Alert Conditions (If Applicable):
Choose Result Set: Select data from one of the charts on the dashboard.
Define Conditions: Set the criteria that will trigger the alert.
Destinations 📬
How to Use: Simply select
Emailas the destination and add the recipients you want.Flexibility: You can send emails to both Insights users and external non-users.
SFTP
How to Use: Choose
SFTPas the destination and fill out the necessary form.Security: Passwords are automatically encrypted for your peace of mind.
Webhooks
How to Use: When creating a schedule, simply enter the webhook's destination URL.
Scheduling to Webhooks:
Webhook Response Requirement:
Ensure your webhook is set up to respond with an HTTP 200 status code when it receives a POST request from FLYR Hospitality. This helps avoid delivery retries or failures.
Webhook Metadata by Format:
Link-Only Format: Sends a POST request with a JSON object containing
{url: <your_dashboard_url>}.ther Formats: Sends a POST request using
FormDatato organize key-value pairs, where file names are keys and file contents are values.
Scheduling Options 🗓️
Cadence
Flexible Scheduling: Choose to send deliveries daily, weekly, monthly, or set up a custom timeframe using cron expressions.
Custom Cron Scheduling: For more precise control, use custom cron strings based on AWS cron syntax.
Below are several examples of custom schedules, more notes and examples here:
Allowed Values Allowed Special Characters
┌───────────── minute 0-59 * , - /
│ ┌───────────── hour 0-23 * , - /
│ │ ┌───────────── day of month 1-31 * , - / L W ?
│ │ │ ┌───────────── month 1-12 or JAN-DEC * , - /
│ │ │ │ ┌───────────── day of week 1-7 or SUN-SAT * , - / # L ?
│ │ │ │ │ ┌───────────── year any * , - /
│ │ │ │ │ │
* * * * * *Examples:
9 AM Each Morning:
0 9 ? * * *6:30 AM on Last Day of Month:
30 6 L * ? *8:45 AM Every Weekday:
45 8 ? * MON-FRI *
Test Now
Immediate Delivery: Send the report right away by selecting
NoworTest Nowat the bottom of the delivery setup page.Verification: This option lets you confirm that your delivery settings are working correctly by sending a test report to all specified recipients.
Recipients 👥
Email:
Versatile: Can send to both Insights users and external non-users.
Shell Accounts: External recipients receive a shell user account, allowing for dynamic permissioning and better management of who receives what.
Personalization: Option to personalize content based on user attributes. For example, if there was a general dashboard that shows the quarterly sales information for an entire company, a user could have that information delivered to each area sales manager so that it only shows the data for their region by checking the box to personalize delivery.
Webhook & SFTP:
Customization: Recipients are determined by the specific configuration for each destination.
Filters on Deliveries 🔍
Default Filters: Automatically applied to any new schedule based on the dashboard's current filters.
Custom Filters: If you want to tweak the filters, go to the Dashboard tab, update the filter section, and save. Remember, updating the dashboard's filters won't automatically adjust your scheduled filters.
Usage Example: Create different schedules with filters set to Value A and Value B to send customized dashboard content to different recipients.
Hide Titles or Filters: Option to hide titles or filters on dashboards and tiles when creating a delivery.
⚠️ Editing Dashboards with Deliveries
Warning: If a dashboard has a scheduled delivery, trying to edit it will show a warning in the top right-hand corner.
Deliveries & Alerts for Tiles 📈
Tile-Level Sharing: Just like dashboards, you can set up deliveries and alerts for individual tiles (charts).
Accessing Options: Available through the three-dot menu on the tile.
Need Assistance? 🤝
If you have any questions or need a hand with external sharing in Insights, our Advisory team is here for you! Simply use the chat feature within the platform to reach out, and we'll gladly help you out.
By making the most of the external sharing features in Insights, you can effortlessly extend the reach of your dashboards and charts, ensuring that your valuable insights are accessible to everyone who needs them. Happy sharing! 🎉