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A subscription delivers a dashboard or chart to email or Slack on a recurring schedule. Queries run when each delivery is sent, so recipients always get current numbers without opening Basedash.
Available on all plans. Anyone who can view a dashboard or chart can subscribe to it.

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Overview

Use a subscription when the dashboard already answers the question and people just need to see it regularly, such as a daily revenue chart in a Slack channel or a weekly KPI dashboard by email. Subscriptions send images of your charts. For an AI-written analysis on a schedule, use an automation.

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Subscribe to a dashboard or chart

  1. Open the menu:
    • For a dashboard, click … in the dashboard header, or right-click the dashboard in the sidebar.
    • For a chart, open the chart’s … menu on a dashboard, or right-click the chart.
  2. Click Subscribe, then New subscription.
  3. Set the schedule: every day, weekday, week, month, or quarter, the day if needed, and a time. Times use your time zone. Quarterly deliveries go out in January, April, July, and October.
  4. Under Deliver to, click Add destination and add email recipients, a Slack channel, or both. Slack requires the Slack app.
  5. Click Create subscription.
You can create more than one subscription for the same dashboard or chart, for example a daily one for your team and a weekly one for leadership.

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What gets delivered

  • A dashboard subscription includes an image of every chart on the dashboard.
  • A chart subscription includes an image of that chart.
  • Each delivery runs the queries when it’s sent, so the numbers are current.

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Filters in deliveries

Deliveries use the dashboard’s default filter values, not the filters you have applied in your current view. Relative date ranges, such as “Last 30 days”, are calculated when each delivery is sent. To change what a subscription shows, change the dashboard’s default filters. See Filters and variables.

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Manage subscriptions

Open Subscribe from the same menu to see existing subscriptions.
  • Turn off Active to pause a subscription without deleting it. Paused subscriptions show a Paused badge.
  • Click a subscription to change its schedule or destinations.
  • Click Delete to remove it.
You can edit your own subscriptions. To edit someone else’s subscription, you need full access to the dashboard or chart.
Deliveries stop if the person who created the subscription is removed from the organization, or when the trial ends.

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FAQ

No. Subscriptions send chart images. To deliver data files, create an automation and ask for a CSV in its instructions.
Deliveries use the dashboard’s default filter values. If you changed the filters in your view, save them as the default or reset them to see what the subscription sends.
No. Subscribe isn’t available in embeds. Subscribe from the dashboard in Basedash.