Scheduled digests

A digest is a schedule attached to a dashboard. The platform renders the dashboard on cadence and emails the result to a list of recipients. The email body is the same HTML the dashboard's render endpoint produces.

Configure a schedule

A digest's schedule object has four fields:

• cadence — daily or weekly. These are the only two cadences today.
• hour_utc — integer 0–23. The platform clocks digests in UTC, not the tenant's local timezone. Pick the hour that matches when you want the email to arrive in your local time — account for your local offset (a tenant in UTC−5 wanting an 8am local digest sets hour_utc: 13).
• weekday — integer 0–6 with Mon=0, Sun=6. Required when cadence is weekly; ignored when cadence is daily.
• recipients — list of email addresses. Any number; no per-recipient personalization — everyone gets the same render.

When a digest fires

A platform scheduler runs hourly. For each dashboard with a schedule, the scheduler checks two predicates:

1. now.hour_utc == schedule.hour_utc
2. For weekly: now.weekday == schedule.weekday

If both match, the digest sends. The platform tracks last_sent_at per dashboard so a digest can't double-fire within the same hour even if the scheduler tick overlaps the boundary.

If the dashboard's render endpoint fails at digest time, no email goes out for that tick; the next scheduled tick re-attempts.

Tier gating

Scheduling a digest requires Pro tier or higher. Hobby tenants can build reports and dashboards but cannot attach a schedule; the admin UI disables the schedule editor for Hobby and the API rejects the schedule field on save.

Once a digest is scheduled, every recipient on the list receives the email regardless of tenant membership. Recipients are addresses, not user references — you can email anyone with a mailbox.

What's in the email

• Subject — names the dashboard.
• Body — the HTML the render endpoint produces, embedded inline. Charts render with the same shapes as the admin UI view; widths follow the tile configuration.
• No external assets. Everything renders inline so the email works in mail clients that block remote content by default.

Pause or remove a digest

Two options:

• Clear the schedule — set the dashboard's schedule field to null. The dashboard stays; emails stop. Re-add a schedule any time to resume.
• Delete the dashboard — removes both the layout and the schedule. Recipients receive nothing further.

See also

• Reports — the reports that tile onto the dashboard.
• Dashboards — the layout the digest emails.