Dashboard subscriptions are a great way to keep you and your team up to date on the data that matters most. They allow you to send all of the questions on a dashboard via email or Slack. If your Metabase has email or Slack set up, all you need to do is create a dashboard, add subscribers to it, and tell Metabase how often you’d like the send out an update. You can set up as many subscriptions to a dashboard as you like, and if you make any changes to the dashboard, Metabase will update the subscriptions the next time they’re delivered.
To set up a subscription to a dashboard, click on the sharing icon (the one-way arrow) and select Dashboard subscriptions.
Metabase will slide out a sidebar on the right, with an option to set up a subscription via email or Slack:
Let’s say we want to email a dashboard. We’ll click on the Email it option in the sidebar, and Metabase will give us some options:
For emails, we can:
If you’ve added filters to your dashboard and set default values for those filters, Metabase will apply those default values to your subscriptions, filtering the results of all questions that are connected to those filters when the subscriptions are sent. To learn more, check out dashboard filters.
You’ll notice in the email that Metabase excludes any text cards on the dashboard, and that the charts look different - Metabase reformats the charts to make them more legible in email. Additionally, tables that exceed either 10 columns or 20 rows get the rest of their results, up to 2000 rows, included as an attachment.
For Slack subscriptions, you can set up a subscription for a channel (like #general), or for a single person via their Slack username.
You can specify how often Metabase sends a Slack message (hourly, daily, weekly, or monthly), and whether to send a message if the dashboard fails to return results.
You can add multiple subscriptions to a single dashboard. To add a subscription, click on the + icon in the dashboard subscription panel.
To remove a subscription from a dashboard, select the subscription you’d like to remove. At the bottom of the sidebar, select Delete this subscription. Follow the instructions on the modal that pops up to confirm you’d like to delete the subscription.
Some plans allow you to customize filter values for each subscription, so you can set up subscriptions with different filter values applied for different subscribers.