Insights can push your dashboards and tiles out on a schedule, alert you when a metric changes, or export on demand. Scheduled deliveries and alerts are set up from File → Deliveries & Alerts; one-off exports from File → Download.
Scheduled deliveries
Open File → Deliveries & Alerts and create a delivery in Schedule mode. You choose:
What to send — the entire dashboard or a single tile.
Destination — Email, Amazon S3, SFTP, or Webhook.
When — Now, Daily, Weekly, Monthly, or Custom; pick the days, time, and timezone.
Use Test now to send a test before saving. (Deliveries are approximate and arrive within about 15 minutes of the set time.)
Which destination to use:
Email — for stakeholders who work from their inbox.
SFTP — scheduled CSV files for a downstream BI tool such as Power BI or Tableau (there's no native API connector, so SFTP is the supported route).
Amazon S3 — deliver files to an S3 bucket for your data pipeline.
Webhook — push to an external system for real-time integrations (for example, Slack via Zapier).
Alerts
In the same New delivery panel, switch to Alert mode to be notified when a metric crosses a threshold — useful for response-time targets, occupancy drops, or sentiment shifts.
Manual export (on demand)
For a one-off, use File → Download and choose a format:
PNG (Image)
PDF
XLSX (Excel)
CSVs (in a ZIP file)
You can also expand tables, arrange tiles in a single column, hide the title, or show the current filter values in the export.
Need help?
Contact us through the Talk to Us option on the left menu in the platform, or email support@bookboost.io.