With Bridge you can send and schedule regular emails to colleagues or vendors.
Want to share your dashboards with your team or vendors? With Headset Retailer it's now easier than ever to send powerful, visual, or data-driven reports based on your dashboard settings.
Configure your filters, pull the data you want to display, and then send or schedule recurring emails to those who need them.
Emails can be sent as a PDF, image, or CSV file.
Sending an email to yourself or others is super easy by clicking the vertical ellipsis icon in the top-right corner of the screen and selecting "Schedule Delivery".
From the configuration pane, put in the emails of who should receive the email, select the format, and click save.
Schedule recurring dashboard emails
Like sending an individual email above, you'll find the option to Schedule a recurring report under the Frequency section of the email dialog. Once again, you can send a PDF, image, or CSV of all your dashboard data within the section.
Here, you can create multiple schedules for every dashboard. If a vendor needs a 14-day view of Inventory Coverage for only their products and a store manager in a single location needs a 28-day view of their Inventory Coverage for all categories, you can do both.
Easily manage scheduled emails by selecting SCHEDULED EMAILS under MY REPORTS. Here you can quickly see the details for each scheduled email. You can also update the frequency, add or remove recipients, or delete the scheduled email entirely.
For additional resources and help articles please visit the Headset Help Center.