How to automate reports using Tableau software?

Publish the workbook to Server or Cloud with an extract, then attach a refresh schedule so the data updates without anyone opening it.

For delivery, subscriptions email a snapshot of a view on a schedule to a list of recipients. Data-driven alerts are usually better where they fit, because they only send when a value crosses a threshold you set, rather than arriving daily whether or not anything changed.

For automation outside the interface, `tabcmd` and the REST API can both trigger refreshes, publish workbooks and export views. The common pattern is having the ETL job call Tableau once the warehouse load finishes, so data and dashboards stay in step instead of guessing at a schedule.

Tableau Bridge covers the case where Cloud needs to reach a source behind your firewall.