Setup schedule to email dashboard to non-quicksight users

Q&A
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1

I have a daily/weekly report i would like to setup a schedule to send each day/week, however i can only add recipients who are inside our quicksight team. How can i setup this schedule so that i can send it out to external clients / people within the company who do not have access to quicksight?

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2

Hi @HarveyB-B ,

Is the Email recipients inputbox not accepting any email id that you mention as part of your organization?

I had tried this with email ID from the organization and it worked for me. I have not tried with email id outside organization. Please share what error do you get when you mention full email address in the red highlighted box.

Thanks,
Prantika

3

Hi @HarveyB-B,
Unfortunately, you are only able to schedule/send Emails to users with access as Quick Sight requires login credentials to utilize.

4

@WLS-D
Iā€™m trying to confirm whether the restriction still applies that only registered Quick Sight users can be added as email recipients when scheduling dashboards. Specifically, Iā€™m using Enterprise Edition, and I noticed that the attachment option (PDF/PNG) doesnā€™t actually require the recipient to log into Quick Sight ā€” so Iā€™m wondering why I canā€™t just add any email address directly.

From what I understand:

  • The Enterprise Edition does support emailing reports to unregistered (external) users.
  • To enable this, the Quick Sight admin must go to Manage Quick Sight ā†’ Account settings ā†’ Email reports and turn on the setting:
    ā€œAllow sending email reports to unregistered usersā€
  • Once enabled, Authors/Admins can add external email addresses to subscriptions when attaching PDF or PNG snapshots.
  • These recipients will get the report as a static attachment and do not need to be Quick Sight users or log in.
  • There is no charge for these email recipients unless they are provisioned as Readers or click on links that require login.

So it seems like this is not a limitation in Enterprise Edition, but rather a setting that needs to be explicitly enabled by the admin.

Has anyone else successfully used this to distribute reports to external clients or partners without provisioning them in Quick Sight?

5

Were you able to find this setting? When I go to account settings under manage Quick Sight I donā€™t see the option to ā€˜Email reportsā€™ All I have is notification email address and account termination. @Praveen_Thota @WLS-D

6

Has anyone been able to find this settingā€¦much like @pbishop I have not been able to find itā€¦nor have I been able to email reports to unregistered users! BD

7

@bdoan I opened a ticket with AWS. They said this isnā€™t doable and this option isnā€™t available. I thought were going to take down this post as well. You canā€™t send reports to people who arenā€™t Quick Sight users.

8

Thanks! I guess I can PDF it, send to me THEN distributeā€¦.

B

9

@bdoan You could set up a rule in Outlook to auto forward a specific email to a certain person or group if your company allows that type of thing. Just a thought. No intervention from you except for setting up the mail rule.

Phil