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 Sending Premium Reports by Email

The Send option lets you email a Look, Dashboard, or Explore to yourself or anyone else right away — no schedule needed. It's great for one-off sharing or for testing a report before setting up a recurring delivery.

In This Article

Who Can Use This Feature?

  • Who Can Use This Feature?

    • Pike13 Plans: ✅ Premium, ❌ Advanced, ❌ Essential
    • Staff Access: Dependent on staff reporting permissions

    If you believe you should have access to Premium reporting or if you are interested in adding Premium reporting, please contact help@pike13.com.

How to Send a Report

  1. Open the Look, Dashboard, or Explore you want to send.
  2. Click the Gear icon in the upper right corner and select Send.
  3. Fill in the delivery details:
    • Title — This becomes the email subject line and the attachment file name.
    • Recipients — Enter one or more email addresses separated by commas, then click Add.
    • Format — Choose how you want the data delivered (see Format Options below).
    • Custom Message — Optionally add a personal note to the email body.
  4. If the Look or Dashboard has filters, click Filters to adjust what data is included in this delivery. Changing filters here does not affect the original report.
  5. Click Send to deliver immediately.

TIP - Not sure how it will look? Enter your own email address first and send it to yourself before sharing with others.

Format Options

The formats available depend on what you are sending:

For Looks & Explores:

  • Data Table — Data in the body of the email as HTML.
  • Visualization — Chart or graph as an image in the email body.
  • CSV — Comma-separated text file attachment.
  • XLSX — Excel file attachment.
  • JSON — Simple — JSON file attachment.
  • Text — Tab-delimited text file attachment.
  • HTML — HTML file attachment.

For Dashboards:

  • PDF — The full dashboard as a PDF attachment.
  • Visualization — The dashboard as a single image in the email body.
  • CSV ZIP File — One CSV file per tile, delivered as a zipped folder.

Advanced Options

Click Advanced options to access additional formatting settings:

  • Apply Visualization Options — Applies your on-screen formatting (row numbers, custom labels, conditional formatting, etc.) to the delivery. Turn off for a clean raw data export.
  • Formatted Data Values — Applies number formatting and special characters. Turn off when sending data to another tool for processing.
  • Row Limits — Choose Results in Table (5,000 row max) or All Results (up to 15 MB; available for CSV, XLSX, JSON, Text, and HTML formats only).
  • Single Column Layout — For PDF dashboards, displays tiles in a single vertical column instead of the default layout.
  • Expand Tables — Shows all rows of a table tile in PDF dashboards instead of just the visible rows.
  • Paper Size — Set the page size and orientation for PDF exports.