Creating a PolyData Dashboards Agent

Agents can be used to schedule reports to be delivered via email. This can be done either on a schedule or when a certain report condition is triggered.

• Non-ITS report developers (or “functional area developers”) have the ability to create Agents on the Test PolyData Dashboards site but not the Production PolyData Dashboards site.

• Functional area developers can create Agents on the Test site and then submit a ticket to have ITS publish the Agents for them on the Production site.

How to Create an Agent

Where to Save an Agent

Setting Dashboard Page Filters

How to Publish an Agent