Account Permissions: You must have an account type with the Export as email burst permission enabled.
Access Level: You need Can Edit or Can Explore access to the specific workbook being exported.
IP Allowlist or SMTP Configuration: If your organization restricts outbound email from certain IP addresses, add 198.37.153.185 to the allowlist. Alternatively, configure a custom SMTP server. (See Custom SMTP server for setup details.)
### Limitations
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Splitting Control: The control used to split recipients must be a list control with values sourced from a column. You can split by a maximum of 500 values.
Dynamic Recipients: Dynamic recipient emails must also come from a column in the same data source as the list control. The key column can be added to a source via join or lookup. You can send to a maximum of 500 dynamic recipients.
File Type: Only PDF files can be sent as attachments.
Size Limit: The total attachment size per email burst is limited to 30MB. If this limit is exceeded, the entire export fails, and the owner of the scheduled export receives a notification. Repeatedly oversized exports are automatically paused, and the owner is notified. (Refer to Download, export, and upload limitations for more details.)
+
Splitting Control: The control used to split recipients must be a list control with values sourced from a column. You can split by a maximum of 500 values.
Dynamic Recipients: Dynamic recipient emails must also come from a column in the same data source as the list control. The key column can be added to a source via join or lookup. You can send to a maximum of 500 dynamic recipients.
File Type: PDF, PNG, Excel, JSON and CSV files can be sent as attachments.
Size Limit: The total attachment size per email burst is limited to 30MB. If the total size of multiple attachments is more than 30 MB an attempt is made to split these attachments in several emails where possible. If this limit is exceeded, the entire export fails, and the owner of the scheduled export receives a notification. Repeatedly oversized exports are automatically paused, and the owner is notified. (Refer to Download, export, and upload limitations for more details.)
Run queries as recipient: The “Run as recipient” feature is not currently supported for bursting.
### Restricting export recipients
Sigma Admins can control which domains can receive emails, Google Sheets, and Google Drive exports from Sigma. **If no domains specified as authorized, users can export reports to any email address.**
For more information see [Restricting export recipients.](https://help.sigmacomputing.com/docs/restrict-export-recipients#restrict-domains)
@@ -89,10 +89,10 @@ For more information see [Restricting export recipients.](https://help.sigmacomp
Sigma offers robust support for scheduled email delivery, enabling users to automate the distribution of workbooks, pages, or individual elements to designated recipients. This functionality ensures that stakeholders receive timely, relevant information without manual intervention.
### Key Features:
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Flexible Scheduling: Users can set up exports to run on daily, weekly, monthly, or custom schedules using cron syntax, accommodating various reporting needs. Export to Email
Conditional Exports: Sigma allows the configuration of conditions that determine when an export is sent. For instance, reports can be scheduled to send only if specific data thresholds are met, ensuring recipients receive pertinent updates. Schedule a Conditional Export or Alert
Personalized Content: By utilizing the "Run queries as recipient" option, exports can be tailored to each recipient's data access permissions, delivering customized insights. Export to Email
Multiple Formats: Exports can be sent in various formats, including PDF, Excel, CSV, and PNG, catering to different preferences and requirements. Export to Email
Comprehensive Management: Users can view and manage their scheduled exports directly from their profile, with options to pause, edit, or delete schedules as needed. Administrators have the ability to oversee all scheduled exports across the organization, ensuring efficient management. Manage Scheduled Exports
+
Flexible Scheduling: Users can set up exports to run on daily, weekly, monthly, or custom schedules using cron syntax, accommodating various reporting needs. Export to Email
Conditional Exports: Sigma allows the configuration of conditions that determine when an export is sent. For instance, reports can be scheduled to send only if specific data thresholds are met, ensuring recipients receive pertinent updates. Schedule a Conditional Export or Alert
Personalized Content: By utilizing the "Run queries as recipient" option, exports can be tailored to each recipient's data access permissions, delivering customized insights. Export to Email
Multiple Formats: Exports can be sent in various formats, including PDF, Excel, CSV, JSON and PNG, catering to different preferences and requirements. Export to Email
Comprehensive Management: Users can view and manage their scheduled exports directly from their profile, with options to pause, edit, or delete schedules as needed. Administrators have the ability to oversee all scheduled exports across the organization, ensuring efficient management. Manage Scheduled Exports
### Considerations:
-
Permissions: To schedule email exports, users must have the appropriate permissions assigned to their account type, such as the "Export to email" and "Schedule export" permissions. Export to Email
Export Limits: The total attachment size for emailed exports is limited to 30MB. Exceeding this limit will cause the export to fail, and the owner will be notified. Repeated failures may result in the export being paused automatically. Export to Email
+
Permissions: To schedule email exports, users must have the appropriate permissions assigned to their account type, such as the "Export to email" and "Schedule export" permissions. Export to Email
Export Limits: The total attachment size per email burst is limited to 30MB. If the total size of multiple attachments is more than 30 MB an attempt is made to split these attachments in several emails where possible. If this limit is exceeded, the entire export fails, and the owner of the scheduled export receives a notification. Repeatedly oversized exports are automatically paused, and the owner is notified. (Refer to Download, export, and upload limitations for more details.)
By leveraging these features, Sigma users can automate the dissemination of critical information, ensuring that stakeholders receive accurate and timely data tailored to their needs.