diff --git a/content/en/notebooks/advanced_analysis/_index.md b/content/en/notebooks/advanced_analysis/_index.md index b8fd2d24493d0..c2d8212d49500 100644 --- a/content/en/notebooks/advanced_analysis/_index.md +++ b/content/en/notebooks/advanced_analysis/_index.md @@ -151,6 +151,49 @@ To download your dataset as a CSV file: 3. Select the number of rows you want to export (up to the maximum available). 4. The CSV file automatically downloads to your computer. +### Schedule a CSV report + +With scheduled reports, you can automatically receive query results from notebook analysis cells by email or Slack. + +To schedule a report on an analysis cell: + +1. Open the dropdown next to **Save to Dashboard** and select **Schedule report**. + + {{< img src="/notebooks/analysis_features/schedule_report_from_cell_v2.png" alt="Dropdown menu showing the Schedule report option highlighted" style="width:50%;" >}} + +2. In the modal, select a schedule to configure when and how often the report is sent. + + {{< img src="/notebooks/analysis_features/select_schedule.png" alt="Schedule selection step in the report configuration modal" style="width:80%;" >}} + +3. Enter a report name and select a time frame to define the data included in the report. + + **Note**: If the analysis cell has not yet been published as a dataset, you can specify the name of the dataset created when the report is scheduled. + +4. Add email recipients. + - The email associated with your Datadog account is included automatically. To remove it, hover over your email and click the trash icon. + - To preview the report before saving the schedule, click **Send Test Email**. + + **Note**: Only Enterprise and Pro accounts can send reports to email addresses that aren't associated with registered Datadog users. + + Example report email: + {{< img src="/notebooks/analysis_features/report_email.png" alt="Example report email" style="width:90%;" >}} + +5. Add Slack recipients. + - Click on the **Slack** tab, then choose a workspace and channel. + - If no workspaces appear, verify that the Datadog [Slack Integration][6] is installed. + - Public channels are listed automatically. To send to a private channel, invite the Datadog Slack bot to your channel. + - To preview the message, add a channel and click **Send Test Message.** + + {{< img src="/notebooks/analysis_features/add_slack_recipients.png" alt="Slack recipient selection in the report scheduling modal" style="width:100%;" >}} + +6. Save your schedule. + +You can view, search, edit, and delete existing report schedules from the **Reports** tab: + +{{< img src="/notebooks/analysis_features/reports_page.png" alt="Filtered view of the Reports tab" style="width:90%;" >}} + +**Note**: To schedule reports and view other users' schedules, users need the **CSV Report Schedules Write** permission. To edit other users' schedules, users need the **CSV Report Schedules Manage** permission. These permissions can be granted by a user with the **Org Management** permission. + ## Further reading {{< partial name="whats-next/whats-next.html" >}} @@ -160,3 +203,4 @@ To download your dataset as a CSV file: [3]: /logs/explorer/calculated_fields/formulas/ [4]: /ddsql_reference/ [5]: https://www.datadoghq.com/product-preview/additional-advanced-querying-data-sources/ +[6]: /integrations/slack/?tab=datadogforslack diff --git a/static/images/notebooks/analysis_features/add_email_recipients.png b/static/images/notebooks/analysis_features/add_email_recipients.png new file mode 100644 index 0000000000000..7165007ff9205 Binary files /dev/null and b/static/images/notebooks/analysis_features/add_email_recipients.png differ diff --git a/static/images/notebooks/analysis_features/add_slack_recipients.png b/static/images/notebooks/analysis_features/add_slack_recipients.png new file mode 100644 index 0000000000000..677b7ed36fa42 Binary files /dev/null and b/static/images/notebooks/analysis_features/add_slack_recipients.png differ diff --git a/static/images/notebooks/analysis_features/configure_report.png b/static/images/notebooks/analysis_features/configure_report.png new file mode 100644 index 0000000000000..8569f24c9d841 Binary files /dev/null and b/static/images/notebooks/analysis_features/configure_report.png differ diff --git a/static/images/notebooks/analysis_features/preview_results.png b/static/images/notebooks/analysis_features/preview_results.png new file mode 100644 index 0000000000000..441d25c16f895 Binary files /dev/null and b/static/images/notebooks/analysis_features/preview_results.png differ diff --git a/static/images/notebooks/analysis_features/report_email.png b/static/images/notebooks/analysis_features/report_email.png new file mode 100644 index 0000000000000..416ef741a3efa Binary files /dev/null and b/static/images/notebooks/analysis_features/report_email.png differ diff --git a/static/images/notebooks/analysis_features/reports_page.png b/static/images/notebooks/analysis_features/reports_page.png new file mode 100644 index 0000000000000..ea903daf0fd05 Binary files /dev/null and b/static/images/notebooks/analysis_features/reports_page.png differ diff --git a/static/images/notebooks/analysis_features/schedule_report_from_cell_v1.png b/static/images/notebooks/analysis_features/schedule_report_from_cell_v1.png new file mode 100644 index 0000000000000..c9e632916a027 Binary files /dev/null and b/static/images/notebooks/analysis_features/schedule_report_from_cell_v1.png differ diff --git a/static/images/notebooks/analysis_features/schedule_report_from_cell_v2.png b/static/images/notebooks/analysis_features/schedule_report_from_cell_v2.png new file mode 100644 index 0000000000000..67735dca6df24 Binary files /dev/null and b/static/images/notebooks/analysis_features/schedule_report_from_cell_v2.png differ diff --git a/static/images/notebooks/analysis_features/schedule_report_modal_header.png b/static/images/notebooks/analysis_features/schedule_report_modal_header.png new file mode 100644 index 0000000000000..bb483b2fa9543 Binary files /dev/null and b/static/images/notebooks/analysis_features/schedule_report_modal_header.png differ diff --git a/static/images/notebooks/analysis_features/select_schedule.png b/static/images/notebooks/analysis_features/select_schedule.png new file mode 100644 index 0000000000000..ac03513a3b201 Binary files /dev/null and b/static/images/notebooks/analysis_features/select_schedule.png differ