Configuring Scheduled Reports (Embedded Dashboards)

Hi! We have a web-based application with embedded QuickSight dashboards and are in the process of configuring scheduled reports but running into issues. Reviewing the documentation does a “Reader” have to “subscribe” to the dashboard emails before receiving an actual email?

In the initial setup, I marked “send to all users with access”, with the expectation that all users with access (inherited via shared folders) would receive an email. As of now, only I as an “Author” has received an email.

This topic has been asked, but as noted by the QuickSight team - customer feedback drives development so I wanted to throw our name in the hat as another customer requesting this functionality.

Hi @acharchar, have the users accessed a dashboard previously? Noting in this doc that users must have “completed sign-up process to activate their subscription as Amazon QuickSight readers, authors, or admins”. So if you’ve just created the users and scheduled a report to be sent to them, then they would not get it if they are not yet active.

Hi, @Steph, I think that’s the rub. Our process is the following: a user logs into into a web application which provisions an account for the user in QuickSight. That account is then associated to a shared folder in QuickSight that houses the dashboards. This grants users access to the embedded dashboards in the web application. The user never gets a notification that they have been granted access to a dashboard but upon log into the application the dashboard is available for consumption.

When configuring the scheduling option, the only available recipients are the users under Users & Groups. . The thought was marking Send to all users with access would inherently include the users in the shared folder, making them all recipients of the email.

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Hope this helps.

Thanks for your continued guidance!