The Send option lets you send data once, directly from an Explore, Look, or Dashboard. With Send you have the same destination and formatting options that are available for scheduled data deliveries, without having to save the Explore or set up a schedule for the saved content in a Look or dashboard.
Sending a Query from an Explore
The Send option for on-the-fly queries is available in the gear menu of an Explore. From here, you can choose your delivery method, destination, and format:
Sending a Look or Dashboard
The Send option for saved content is available in the gear menu on a Look or dashboard, or in the three-dot menu that accompanies the Look or dashboard’s listing in Spaces. From here, you can choose your delivery method, destination, and format:
Options and Formatting
Data formats available for sending will differ depending on whether you are sending an Explore, Look, or dashboard.
If you don’t see the Visualization or HTML formats (for Looks or Explores) or the PDF or Visualization formats (for dashboards) in your options, check with your Looker admin about installing Chromium or PhantomJS for your Looker instance.
Naming the Delivery
Give the content a unique title in the Title field. The title is used for the email's subject line, and as part of the file name if you select a format that uses an email attachment.
Choosing the Delivery Destination
Depending on how your Looker admin has configured your permissions, the default delivery destination may be email, and this setting may not be visible.
The Where should this data go? setting may display several destination options for data deliveries. Each destination offers different data formatting and other delivery options. For specific information about each destination’s settings, click the links below.
Once you’ve selected a data destination, a new setting field appears for you to add specific details about that destination, such as an email address or webhook URL.
Choosing a Data Format
The data formats available for your delivery depend on the destination. For specific information about each destination’s settings, click the links above to a destination’s documentation page.
Applying Filters to the Delivery
If you are delivering a Look or dashboard that has filters, you can filter the results delivered to each set of recipients. For example, you might send regional teams results that are filtered for their states of interest:
Click Filters to see and modify the filters associated with this Look or dashboard for your data delivery. Changing these filter options in the Send or Schedule window does not change the filters in your Look or dashboard.
If you change field names that serve as filters in your Looks or dashboards, be sure to review the Filters section of your scheduled Looks and dashboards and update the filters as needed to reflect your changes. If a scheduled content delivery includes filters that no longer function (for example, if the referenced field has changed), the scheduled delivery could expose unfiltered data.
To make custom deliveries even easier, you can use the matches a user attribute filter option if your Looker admins have configured user-specific values called user attributes. Setting a filter to one of these attributes automatically customizes the results for each user, meaning that you can send customized results to many users even if you select Send only once. You can read more about user attributes here.
Using Advanced Delivery Options
The Advanced options section provides additional customization for your schedule. Click the arrow next to Advanced options to expand this menu. Not all advanced options for scheduling Looks and dashboards are available for each destination. See each destination’s documentation page for the options available for that destination.
Send Your Content
When you have selected all the options for your delivery, click the Send button to send your content.
For Admins: Enabling Sending for Your Looker Instance
For deliveries of large Excel files, see this documentation page if you encounter any problems.
Certain sending options require that admins of customer-hosted Looker deployments have installed the Chromium renderer (recommended) or the PhantomJS renderer (verify that the Legacy Rendering legacy feature is enabled) for their Looker instance. Admins can read more about rendering image-based data formats when sending and scheduling dashboards, Looks, or Explores on this documentation page.
Starting in Looker 6.18, Looker will no longer support the PhantomJS renderer. We recommend that you install the Chromium renderer to enjoy all of Looker’s rendering capabilities. If you do so, you may need to manually disable the Legacy Rendering legacy feature. See this Community topic for more information about legacy features.