Tableau: Schedule your Maximum Monthly Probation / Parole Report

Brief:

• Date:            2-23-23
• Steps:            Select "Watch" then "Subscriptions" to setup the automated subscription schedule to have the report delivered into your email inbox automatically 
• Video:           82 Seconds
• Images:         1 
• Objective:      Let Tableau email you reports on your predefined schedule for operational efficiency
• Related Articles
  • • How to use the Date Filter in the Maximum Probation / Parole Report
    • Process Steps to step up Tableau Report as a Favorite

Please Note: 

• Best Practice: 
  • • Ensure you have all expired Maximum Parole/Probation Date TOS Cases properly updated
    • Structure the report to send as a .PDF to make the report easier to share with your state field officers
    • Set up for monthly delivery and review and take proactive operational steps once received. Use the "Date" filter to view expired and upcoming case dates.
    • Structure the "Message" in the email to include you operational steps for the review and the proactive processes fir the case.

Steps:

• When in the Tableau Report, go to "Watch" and in the dropdown select "Subscriptions"
• A popup window will appear.  Make the following selections
  
  • • Include:                              This View
    • Format:                               PDF
    • Subject:                               Will auto fill to report name but you can change the subject
    • Message:                             Add your custom message
    • Schedule Periodicity:              Select:    Hourly,  Daily,  Weekly, or Monthly 
    • Schedule Every/At:                 Select:    7:00
    • Schedule From/At/On:           Select:    First
    • Schedule To/Day of Week:    Select:    Tuesday
• Select "Subscribe"
• You will receive the email on the structured cycle.  

Video Overview:  

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