The Send option lets you send data once, directly from an Explore, a Look, or a 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.
Depending on how your Looker admin has set up your permissions for data delivery, you can send your data to be delivered to one of Looker’s native delivery destinations: email, a webhook, an Amazon S3 bucket, or an SFTP server. Depending on your permissions, you can also send a data delivery to a third-party service that is integrated with Looker.
Looker sends data deliveries according to the time zone indicated in the Application Time Zone setting on the Admin Settings page, or, if enabled, the schedule creator’s User Specific Time Zone.
For information specific to each destination type, see the appropriate documentation:
- Sending Data via Email
- Sending Data Using Webhooks
- Sending Data to an Amazon S3 Bucket
- Sending Data to an SFTP Server
- Sending Data to an Integrated Service
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 folders. 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, a Look, or a dashboard.
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 filename 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 where you can add specific details about that destination, such as an email address or a 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 a dashboard filter requires a filter value and the schedule filter is blank, a schedule will display no results upon delivery.
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.
Delivery Considerations for Admins
Admins should bear some things in mind when setting up data delivery for their Looker instance and granting users permissions to send or schedule data deliveries.
If you encounter any problems with deliveries of large Excel files, see the discussion about managing large files in Excel format on the Managing Business User Features documentation page.
Certain sending options require that admins of customer-hosted Looker deployments have installed the Chromium renderer for their Looker instance. Admins can read more about rendering image-based data formats when sending and scheduling dashboards, Looks, or Explores on the Managing Business User Features documentation page.
Granting Users Permissions to Deliver Data
Each delivery destination requires that a user has a role with specific permissions: