Sending Reports to External Users

Hi, I'm currently trying to set up a weekly analytics report for Customers (people without Metabase accounts). Essentially, I would like to embed the report directly in an email. I have tried using Subscribers and it seems that the emails sent through that just show a snippet of data and link back to Metabase; only having .csv's attached as a means to view all the data without logging in.

Is embedding the dashboard in an email possible? Thanks!

Hi @ccoffey1
You can use Subscriptions to send the dashboard via email:
https://www.metabase.com/docs/latest/users-guide/dashboard-subscriptions.html
It will only include few rows in the preview and include a CSV or XLSX with more data.
If you want to share a dashboard, then you can just use Public Sharing or Embedding:
https://www.metabase.com/docs/latest/administration-guide/12-public-links.html
https://www.metabase.com/docs/latest/administration-guide/13-embedding.html

Appreciate the speedy reply, thanks!

There's no way to generate a PDF of the dashboard, correct?

@ccoffey1 You would have to use external tools for that, since it would require a browser engine to generate a PDF of a full dashboard.

1 Like

can you recommend some of these external tools for the PDF send functionality?

It's now part of the product. Looks good too. You can send as a one-off from the dashboard itself or create a subscription to receive regularly.