Why Is My Tableau Subscription PDF Missing?
Finance has Monday’s sales email, but the PDF it keeps with the weekly review is missing. Someone has to find the document before the discussion can begin.
Advanced Tableau Report Scheduler (ATRS) can prepare the Tableau Cloud PDF, combine the supporting reports and deliver the review pack where finance expects it.
- THE PROBLEM AND ANSWER Get finance the PDF it needs for the weekly review
- YOUR OPTIONS Choose how the complete report should reach the team
- SET IT UP Prepare the PDF and the email together
- FOR DEVELOPERS Let your application request the prepared PDF
- YOUR NEXT STEP Make the weekly review file easy to find
Get finance the PDF it needs for the weekly review
The sales snapshot has arrived, so at first Monday’s reporting looks complete. Then finance asks for the attachment. The chart in the email is useful for a glance, but the team needs its PDF to read, retain and discuss.
Open that subscription and see whether it is set to send PDF or both formats. If it is, follow the missing attachment through the same occurrence: the reporting administrator can investigate generation and size, and the mail administrator can trace the message.
A larger sales week may have pushed the message beyond the route’s limit. That is worth finding out before another send produces the same result.
When the native attachment meets the need, keep it. ATRS becomes useful when someone also has to name the review file, combine Sales and Returns and put another copy in the finance folder every Monday.
Native PDF settings, size limits and access checks
For a new subscription, open the published view and choose Watch > Subscriptions. Select the current view or entire workbook, PDF or both formats, paper size and orientation. Recipients need View and Download Image/PDF permissions. Use a saved Custom View for required filters; temporary selections are not retained. See Tableau’s subscription instructions.
Tableau Cloud documents a 2 MB maximum email size for its default sending route and 10 MB with a configured custom SMTP server. Treat these as email limits, rather than a guarantee for a PDF of that size. With custom SMTP, Tableau may attempt a partial attachment when the complete one is too large. Open it and check that the required content is present. See missing-attachment troubleshooting and custom SMTP guidance.
On Tableau Server, attachments must be enabled in TSM before the site administrator can allow Let users add attachments to subscribed workbooks and views. See Server subscription setup. Its administrator can review subscriptions.max_attachment_size_megabytes alongside the mail system’s limit; the Cloud figures are not a universal Server cap. See Server attachment troubleshooting. ATRS supports Tableau Cloud only.
Ask which document finance keeps
The team’s retained review file tells you what the email needs to deliver, beyond the snapshot people glance at.
Choose how the complete report should reach the team
Talk to finance about the document it keeps. The team may want the summary first and the supporting reports after it, with the week clear in the filename.
An ATRS package can prepare those reports together as separate attachments or merge the PDFs into an ordered review pack. The email can explain what has arrived while another configured destination retains the archive.
If the complete pack is too large for the approved email route, choose an accessible file location with finance. The aim is to give the team its full review document, rather than lose the pages it needs merely to make an attachment fit.
Keep the reading order familiar
A summary followed by its supporting detail helps finance work through the pack without rebuilding it.
Prepare the PDF and the email together
Begin with the sales report and a test mailbox. Select its Tableau Cloud account, report and reporting week in ATRS, then choose PDF for the destination.
Give the file a name finance will recognize among its other weekly documents. If Returns and Adjustments belong in the review, add them to a package in the order the team reads them.
Write the short message you would otherwise compose by hand: which week the review covers and what is attached. Include the required protection and archive destination in that same preparation.
Open the received pack with finance and work through a representative week. Try the larger period that caused trouble before, including any password needed to open it. Once the full document reaches the team through the intended route, enable the recurring delivery.
Configure the addresses, message and mail server in the ATRS Email destination. Review the report’s PDF output separately.
PDF preparation, packaging and email options
The ATRS PDF guide documents passwords and file permissions, watermark or stamp options, file-summary properties, custom naming and date/time suffixes. It also covers ZIP output with optional password protection, deferred delivery and configured PGP encryption. These options serve different purposes; select the ones the recipient can use and test the resulting file. PDF permission restrictions depend on viewer support and should not be treated as an absolute barrier to copying.
Use the Package Schedule guide for multiple attachments, ZIP packaging or a merged PDF. Check each report and the final page sequence. Packaging changes how reports are delivered; it does not establish that the underlying exports contain all the intended content.
The Email destination guide covers To, CC and BCC, address-book groups, database or text-file lists, message formatting and inserts. If you enable Embed Report, there is no attachment by default. Select Include Attachment for the additional PDF. HTML report embedding requires SMTP; MAPI embedding is text-only.
For another delivery route, add the required ATRS destination, such as Disk, SharePoint, FTP or configured cloud storage. Confirm the account’s access and the recipient’s ability to retrieve the file. Use the approved sending account rather than assuming a changed From address will be accepted.
Try the larger review
Use a busy week or month-end pack for the first delivery, so finance can see how the complete document reaches it.
Let your application request the prepared PDF
Finance may need another copy for an additional review. Its application can request the saved ATRS reporting job, keeping the PDF preparation and delivery settings with the reporting team.
The application follows the particular execution so it can distinguish a requested pack from one that has finished processing.
API example: execute and monitor the PDF email schedule
Use your ATRS HTTPS address and a backend-held bearer token. This example runs an existing ordinary single-report schedule. Replace 101 with its actual UniqueId. Its report inputs, PDF format and recipients must already be configured in ATRS.
POST /api/Schedule/ExecuteScheduleAsync
Authorization: Bearer <ATRS-access-token>
Content-Type: application/json
{
"ScheduleType": "report",
"UniqueId": 101,
"RunBy": "Finance application"
}
GET /api/Schedule/GetExecutionStatus?ExecutionId=<returned-id>
Authorization: Bearer <ATRS-access-token>Save the returned ExecutionId and poll its status within a defined time limit. Parse the JSON-encoded ResultJson; Completed can still contain Result=false. Keep the outcome with the requested report and period, and verify the resulting file and destination.
The execution response supplies tracking information, not PDF bytes or a download link. It also does not change a native Tableau subscription. For a report package, use its actual stored identifier and the documented package schedule type rather than the single-report example.
After an uncertain response, inspect the execution and destination before retrying to avoid duplicate sends. Keep the token on the backend and authorize the application’s request for the particular reporting job. See the ATRS Developer Hub for authentication and operation details.
Reuse the review preparation
The application can request the same maintained report job for an extra meeting, with its output and destination settings already in place.
Make the weekly review file easy to find
Finance can begin Monday’s review with the complete document in front of it, rather than chase an attachment or assemble reports from several emails.
Start with the PDF the team already wants to retain. Use it to decide whether the native subscription is enough or whether ATRS should prepare and deliver the review pack.
Contributors:
Christian Ofori-Boateng
CEO, ChristianSteven Software
