Infotopics | Apps for Tableau
Infotopics | Apps for Tableau
MailScheduler2023-12-21T16:44:25+01:00

MailScheduler

Automated time scheduled mailings

MailScheduler is a valuable tool for businesses relying on data-driven decision-making. Not only simplify and personalize your reporting process but also bring efficiency, accuracy, and enhanced data management to your workflow.

MailScheduler- send pdf reports from Tableau

Next-level communication

Tableau MailScheduler simplifies the challenge of sending multiple filtered dashboards, originating from one or more published workbooks, as a single PDF file to anyone you want, including non-Tableau users. Use (user-specific) filters, mailing lists, special views, and many more options. It offers personalized communication options, automation for scheduled deliveries, and audit trail features, making the process streamlined and efficient.

MailScheduler

MailScheduler Capabilities

Effortless personalization and customization

Tailor your reports using user-specific filters, mailing lists, and special views and send targeted, relevant information to specific individuals or groups (even non-Tableau users) without manual effort.

Streamlined automation and time savings

Schedule the delivery of multiple filtered dashboards from various workbooks as a single PDF file and ensure that the right people receive the right information at the right time.

Next-level Data Management features

Store every created PDF file on your network drive for auditing, compliance, and analysis purposes. Export Excel crosstabs for detailed data sharing, enhancing your data-driven decision-making capabilities.

Automated Time Scheduled mailings

No need to be at your computer, just mail your Dashboards at a pre-defined moment. Easily set the interval and time or pause it at any moment. You can even connect multiple tasks to your schedule for the easiest experience!

Instead of sending Excel files, you can send emails with a copy of the dashboard to any recipient, whether they have Tableau or not.

Schedule in MailScheduler
Create a task in MailScheduler

Push information to non-Tableau users

Set what Dashboards should be exported in what format, such as PDF, CSV, PNG & cross-tab XLS with Tasks. Even add mailing lists to your task to send mails to many recipients very easily.

Filter your dashboard on the users’ needs and use images in the body text of your email when sending newsletters.

Send multiple tasks to the same list of users

Easily send multiple tasks to the same list of users with MailingLists. Add recipients to the mailing list and use this list to send out the emails. This way you can send personalized emails. Use a placeholder in the message and include the recipients name in the email.

It is even possible to use a permission structure, just assign a user-specific filter to recipients! This can be used in the task to filter the dashboards!

Schedule in MailScheduler

Results

Monitor all your emails and tasks in our monitoring panel. Easily see an overview of all your the sent emails, if they were successful and keep track of what tasks were sent.

API First

With opening up our API, we are embracing an “API First” approach. The API makes the communication process seamless and smooth between multiple applications. It streamlines the process of data exchange and interaction, ensuring a smooth and efficient flow of information. Now, you can integrate our Extension into your own applications, enabling a more interconnected digital ecosystem.

Schedule in MailScheduler

Key features

  • Send PDF, CSV, PNG & cross-tab XLS files of your Tableau dashboards from different workbooks by email

  • Just push the information to non-Tableau users, no separate reporting infrastructure needed

  • Use automated time scheduled mailings

  • Global and Personalized Filters

  • Placeholders for names

  • Customized email layout

  • Increase Tableau adoption in your organization

  • Inline images

  • Set parameters in dashboard views

  • Manage sites and accounts to operate the MailScheduler

  • Simple, flexible and reliable in scheduling and operations

  • Windows one-click installer

  • Linux one-click installer

  • Easy License Management

  • On-premises solution

  • Works with Tableau Cloud and Tableau Server

  • ISO27001 Secured

  • System logs

  • Management console

  • Theming

PDF Scheduler - create mail and store personalized PDF reports from one or more of your Tableau Dashboards. This is the task configuration screen

Personalize and customize emails with MailScheduler

With MailScheduler, you personalize your communication, add attachments, add inline pictures and make your emails even more personal with placeholders for names, dates and more!

Let us help you get started

Try MailScheduler for free

Want to experience all the great features from MailScheduler?

Request your FREE trial now!

Getting started

Everything you need to know to get up and running

A free guide to help you get started with MailScheduler

Support

Our team is committed to your success with Apps for Tableau

Contact us by mail: 

Revolutionize your data with trusted partners

The Apps for Tableau partner network is a trusted and experienced team of consulting and reseller partners, dedicated to serving professionals worldwide in their native language.

Discover how Apps for Tableau solutions can revolutionize the way you handle data, enabling you to make better-informed decisions and achieve remarkable outcomes in your industry. Locate a trustworthy partner and start optimizing your data-driven journey.

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Secure on-premises solutions.

Governance and Security are one of the biggest priorities in developing Apps for Tableau Products. All our products are available as on-premises solutions and our data and user access is secured under Tableau’s governance.

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FAQ

Do you offer MailScheduler as on-premises solution?2023-10-13T12:49:13+01:00

Yes, you can request more information by filling in the form on the pricing page.

How do I upgrade or install MailScheduler?2023-10-13T12:47:58+01:00

We have an extensive installation guide provided here and you can find the MailScheduler product guide here

Does MailScheduler work offline?2023-10-13T12:45:31+01:00

Yes, the on-premises version does not require an internet connection to work.

Does this product work on phone and tablet?2023-10-13T12:44:55+01:00

Yes!

How safe is the product?2024-02-28T16:59:47+01:00

Apps for Tableau products are safe and secure. Our products are penetration tested by an independent company every year, you can request the pentest report by contacting sales. Besides that, our on-premises subscriptions can run fully without the need of a internet connection. You can find more about data security here.

Does Apps for Tableau look at any of my data?2023-10-13T10:29:41+01:00

No this product runs locally on the computer of the client and will not send any data to Apps for Tableau. We also offer on-premises solutions which do not require any internet connection. For more info visit the Data Security page and download the whitepaper. 

Can I get an on-premises trial?2023-10-13T12:42:46+01:00

Yes, you can request an on-premises trial by filling in the form on the pricing page.

Do you have a partner programme?2023-10-13T10:27:50+01:00

Yes! You can find a partner overview here.