Emailed data policy

When delivering Looker content using email, you can specify whether the content is attached to the email or embedded in the body of the email, or provide a link back to the content in Looker, or both.

The Scheduled Emails page, accessible from the Admin panel under Alerts & Schedules, lets Looker admins set a data sharing policy that applies to all new and existing one-time and scheduled email deliveries that use Looker’s native email destination. This policy does not apply to emails delivered using any of Looker’s other native destinations or integrated services through the Looker Action Hub or a custom action hub.

The selected Emailed Data Policy is a setting that applies to all new and existing one-time or scheduled email deliveries. The setting cannot be managed at the model level or for specific one-time or scheduled email deliveries.

The Emailed Data Policy includes one of three options for email deliveries:

• Send Link Only: Emails will include only a link and will require a Looker login to view the scheduled Look or dashboard. Looker recommends this option for delivering sensitive data.
• Send Data Only: Data tables and visualizations can be attached or embedded in emails.
• Send Links and Data: Data tables and visualizations can be attached or embedded in emails. Users can opt to include links back to Looker for each delivery.

Default emailed data policy options

Upon updating to Looker 7.8+ from Looker 7.6 or a previous Looker version, instances will have the Send Links and Data option selected by default. Exceptions include:

• Whitelabeled instances that previously had the Links Back to Looker in Scheduled Emails whitelabel setting disabled will have the Send Data Only option selected by default.

Send Link Only

With the Send Link Only option selected, when you are setting up deliveries of Looks, dashboards, and legacy dashboards to email, the Scheduler will contain fields to name your delivery, list email recipients, define the delivery’s trigger or frequency, and specify additional advanced scheduling options.

You can check the Summary at the bottom of the Scheduler to verify the delivery settings.

The email delivery will contain:

• The name of the delivery in the email subject line — by default, this is the title of the dashboard, Look, or Explore being delivered. Looker recommends not using sensitive data or information in the title of any Looker content.
• A link to View full dashboard (for dashboard deliveries) or View full report (for Look or Explore deliveries).
• A message indicating that the Looker administrator requires that you log in to Looker to view the scheduled content.
• The user who sent or scheduled the content.

To view the content, users clicking the emailed link must log in to Looker and have permissions to access the model on which the content is based. Emailed deliveries from schedules created on embedded content will not include links back to Looker.

Send Data Only

With the Send Data Only option selected, when you are setting up deliveries of Looks, dashboards, and legacy dashboards to email, the Scheduler will contain fields to name your delivery, list email recipients, elect a format for the data, define the delivery’s trigger or frequency, and specify additional advanced scheduling options.

You can check the Summary at the bottom of the Send or Schedule pop-up to verify the delivery settings.

The email delivery will contain:

• The name of the delivery in the email subject line — by default, this is the title of the dashboard, Look, or Explore being delivered. Looker recommends not using sensitive data or information in the title of any Looker content.
• Either a file attachment containing the Looker content or embedded data in the body of the email, depending on the selected data format.
• The user who sent or scheduled the content.

Anyone who receives the email can view the embedded or attached content.

Send Links and Data

With the Send Links and Data option selected, when you are setting up deliveries of Looks, dashboards, and legacy dashboards to email, the Scheduler will contain fields to name your delivery, list email recipients, elect a format for the data, define the delivery’s trigger or frequency, and specify additional advanced scheduling options, including selecting whether to include links back to Looker content in the body of the email.

You can check the Summary at the bottom of the Send or Schedule pop-up to verify the delivery settings.

The email delivery will contain:

• The name of the delivery in the email subject line — by default, this is the title of the dashboard, Look, or Explore being delivered. Looker recommends not using sensitive data or information in the title of any Looker content.
• Either a file attachment containing the Looker content or embedded data in the body of the email, depending on the selected data format.
• A link to View full dashboard (for dashboard deliveries) or View full report (for Look or Explore deliveries).
• The user who sent or scheduled the content.

Anyone who receives the email can view the embedded or attached content, but the recipient must log in to Looker to view the Looker content linked from the email. Emailed deliveries from schedules created on embedded content will not include links back to Looker.

Changing your emailed data policy option

Although your Looker instance will have a default emailed data policy option selected based on the instance’s settings prior to an update to Looker 7.8, Looker admins can change this default setting at any time by navigating to the Scheduled Emails page in the Admin panel under Alerts & Schedules.

Changing your emailed data policy may break any existing automated workflows set up to use email. Admins should check with their users to see if these have been set up and decide how to manage changes to the emailed data policy.

There may be additional considerations and trade-offs when you are deciding whether to switch emailed data policy options. The table below shows at a high level what happens to a scheduled delivery when admins switch the instance’s emailed data policy options.

Switching deliveries to Send Link Only

If you are switching to the Send Link Only option, all new one-time and scheduled email deliveries will be sent containing only links back to Looker and the title of the Looker content, rather than embedded or attached Looker content.

Existing schedules will also send only links back to Looker, even if previously the schedule had been set up to send data and visualizations.

Existing schedules from a Looker instance that had enabled the Send Links and Data emailed data policy option but did not enable the Include links box on the schedule will not be delivered. These schedules display in the Scheduler History page in the Admin panel with an error indicating that the option to include links in scheduled emails must be enabled when a Send Link Only policy is enabled. The schedule must be recreated to resolve the error; duplicating the invalid schedule will not resolve the error.

External recipients

You can use the Scheduled Emails page in the Alerts & Schedules section of the Admin menu to monitor data being sent from Looker to non-users. The Scheduled Emails page lists any email addresses that are scheduled to receive Looks or dashboards but that are not associated with one of your Looker instance’s user accounts.

The table of external email addresses that appears on the page shows the following information: