Schedule a Dashboard to be Sent to the History List

A History List is a folder where you can store dashboards, documents, and reports. You can send a dashboard to the History List on a specific schedule. To do so, you must subscribe to the dashboard, as described in the steps below.

You must have the Web Edit Dashboard and Web Run Dashboard privileges.

To send a dashboard to the History List on a schedule

1. Click the name of the dashboard to run it.
2. From the File menu, select Schedule Delivery to History List. Or, from the dashboard toolbar, click the Schedule delivery to History List icon .
3. Type a name for the subscription in the Name field.
4. From the Schedule drop-down list, select a schedule or event to use to send the dashboard to the History List.
5. To send the dashboard to the History List immediately after creating the subscription, select the Run subscription immediately checkbox.
6. Expand the Advanced Options.
7. To ensure that newer versions of the dashboard overwrite previous versions of the dashboard in the History List, select the The new scheduled report will overwrite versions of itself checkbox.
8. You can select a date after which you want to stop delivering the dashboard to the History List. To do this, select the Do not deliver after checkbox, then click the calendar and select the date on which you want the subscription to expire.
9. To have a delivery notification email sent to you when the dashboard is sent, select the Send notification to email address checkbox.
10. Click OK.

To verify that you are subscribed to the dashboard, from the MicroStrategy home page, click My Subscriptions.