The Mailing element is used to automate email distribution. It allows you to send reports, dashboards, or other files as attachments to specific users — either manually or on a schedule using the Scheduler.

 

 

The Name field specifies the name of the mailing.

The Description field may contain additional details or other relevant information about the mailing.

In the Data Source section, you can select a data source from which the mailing will retrieve its data.

The Email section includes the sender's email address, the subject line, and the body of the email.

In the Attachments section, you can add additional attached files and configure how they will be presented. The resulting attachment generated during the mailing process can also be saved to a separate folder using the Also Copy To function.