You can send a dossier to any email
address, to allow users to view it even when offline. You can also choose
to send a copy of the dossier's results to the History List folder,
an area in MicroStrategy Web where you can store the results of dossiers.
From the File
menu, select Send Now (or,
from the dossier toolbar, click the Send
Now icon ).
Select a recipient from the To drop-down list. If the recipient
is not listed, complete the following steps:
locate the email address of the recipient. The Recipients Browser
an address from the Available
list, then click >
to add it to the To field.
If you do not see the email address you want to send the dossier
to, you can specify a new email address. Perform the following
a name for the email address in the Address
the email address in the Physical
the Device drop-down
list, select the email client type of the email address.
Add to Recipients.
OK to return to the Send
Now dialog box.
From the Send
drop-down list, specify where to deliver the dossier by choosing
one of the following options:
the dossier in the email, select Data
in email. The dossier is displayed in the email, but
is not delivered to the History List.
the dossier in the email and deliver the dossier to the History
List, select Data in email and
to History List. No link to the dossier is provided in
the dossier in the email, deliver the dossier to the History
List, and provide a link to the History List location of the dossier
in the email, select Data and
link to History List in email.
the dossier to the History List, and provide a link to the location
of the dossier in the History List in the email, select Link to History List in email.
The dossier is not displayed in the email.
From the Delivery Format drop-down list, select
the format in which you want to send the dossier. Select one of
the dossier as a PDF file, select PDF.
The dossier is included as an attachment in the email.
attachment size, select the Compress Contents checkbox, which
creates a zip file.
To select formatting options, click the PDF Settings button.
the dossier as an interactive file, select MSTR.
The dossier is included as an attachment in the email and can be opened in Presentation mode in MicroStrategy Desktop. Note that .mstr files will not be sent under the following circumstances:
The .mstr file is too large. The maximum file size of the .mstr file is set by the "MicroStrategy (.mstr) file size" field (in MicroStrategy Developer, in the Project Configuration dialog box, choose Governing Rules > Default > Result sets)
The cube associated with the .mstr file is too large. The maximum cube size is set by the "Maximum cube size allowed for download" field (in MicroStrategy Developer, in the Project Configuration dialog box, choose Intelligence Cubes > General)
Users with security filters subscribing to a Visual Insight dossier built on a cube
Users with ACL restrictions on objects with Visual Insight dossiers built on a cube
If you have chosen to have the
dossier delivered as an email attachment, in the File
Name field, type the file name to use for the email attachment.
You can include additional data, such as the date and time, in the
file name by typing shortcuts in the File Name field. Each shortcut
is replaced with the appropriate data when the dossier is delivered.
To view a list of available shortcuts, hover the cursor over the information
icon next to the File Name field.
Type a description for the emailed
dossier in the Subject field.
Type a message to be displayed
in the body of the email in the Message
If you chose to send the dossier
in a zip file, you can specify whether to password protect its contents.
protect the zip file by providing a password, select the Password Protect
Zip File check box, then type a password for the zip file
in the field.
the name for the zip file in the Zip
File Name field.
By default, if you have selected
a contact group as the recipient of the dossier, MicroStrategy uses
the security filter of the contact group as a whole when delivering
the dossier. To use the separate security filters for each member
of the subscribed contact group instead, expand Advanced Options.
Then select the Use contact security for each group member
Did you find this helpful?
Thanks for taking the time to give us some feedback.
Sorry about that
Why wasn't this helpful? (check all that apply)
Thanks for your feedback.
Want to tell us more? Send us an email to leave your feedback.