1. Access Content > Elements
2. Search for the "<your name> Wine Sales Dashboard" External Report and click on its Active Name link

1. Open Configuration tab
2. Click the template icon on the top toolbar
3. Select "Create"
4. [OK]

1. Activate the Template Enabled toggle switch
2. Template name: Name the Template "<your name> Wine Sales Template". In this use case "Student" is used instead of a name
3. [Save]

1. Access Admin > Collection & Storage > Data Sources
2. Find the "<your name> Tableau" Data Source and click on its Active Name link

1. Open the Info tab
2. Activate the Enable Content Auto Synchronization toggle switch
3. Parent Category: Select a Category
4. External Report Template: Choose the "<your name> Wine Sales Template" Template
5. [Save]

1. Open Objects tab
2. [Refresh List & Sync Content]

The list of objects fetched from the Data Source are displayed. In case of Tableau, Metric Insights creates a separate tile for every Workbook. The behavior of the system slightly differs for other BI tools, but in general result is similar.

1. Access Admin > Users & Groups
2. Open Groups tab
3. [+ New Group]
4. Name: Name the Group "<your name> Managers". In this use case "Student ##" is used instead of a name
5. [Save]

1. Access Admin > Users & Groups
2. Open Groups tab
3. [+ New Group]
4. Name: Name the Group "<your name> Executives". In this use case "Student ##" is used instead of a name
5. [Save]

On the Homepage, locate the Folder you created for managers, right-click on it and choose "Include in a new Burst".

1. Open Content tab
2. Name: Name the Burst "<your name> Managers Burst". In this use case "Student ##" is used instead of a name
3. Click on Filters

1. In the Filter Settings select "Use viewing defaults"
   • By doing this, you choose to apply the viewing defaults set by the User
   • It could be affected either by the applied User Map or any other chosen filter options
2. [Save]

1. Click the plus icon near the Schedule field
2. Frequency: Select "on certain days of the week"
3. Activate the check box above all working days
4. Choose "9:00" on the timer
5. [Save]
6. [Save & Enable]

You will see the confirmation "Burst is Enabled" notification. [Close] to proceed.

Now, all the managers, added to the User Group you created will receive an update of External Reports placed to the Folder you created every every working day at 9:00 AM.

1. [Permissions]
2. [+ Group Edit Access To Burst]
3. Group: Select the "<your name> Managers" User Group
4. [Save]

1. [Send Now]
2. Choose the "Send me" option
3. Burst for: Bursts for different users will vary according to the User Map. Choose the Burst for what User you would like to receive
4. [Send]

Go to the mail box and check if the Notification reached the recipient.

On the Homepage, locate the Folder you created for executives, right-click on it and choose "Include in a new Burst".

1. Open Content tab
2. Name: Name the Burst "<your name> Executives Burst". In this use case "Student ##" is used instead of a name
3. Click on Filters

1. Filters Settings: Select "Custom for Burst"
2. Filters are: Choose "Manual"
3. Click Add Filter Combination
4. In the filter field choose necessary filter value
5. [Save]

1. Click the plus icon near the Schedule field
2. Frequency: Select "on certain days of the week"
3. Activate the check box above one of the days
4. Choose "12:00" on the timer
5. [Save]
6. [Save & Enable]

You will see the confirmation "Burst is Enabled" notification. [Close] to proceed.

Now all the executives included in the Group will receive content, filtered according to the set filter value once a week at 12:00 PM.

1. [Permissions]
2. [+ Group Edit Access To Burst]
3. Group: Select the "<your name> Executives" User Group
4. [Save]

1. [Send Now]
2. Choose the "Send me" option
3. Burst for: Bursts for different users will be filtered according to the selected custom filters. Choose the Burst for what User you would like to receive
4. [Send]

Go to the mail box and check if the Notification reached the recipient.