By following the steps below, you will be able to set up an automated, customized email that sends report links to your client(s).

Please note: Creating a notification that uses the “Report Published” trigger will override the system’s automated report delivery.

 

For example, if you set this trigger to send 8 hours after the report is published, your client will not receive the report notification until that 8-hour delay has passed.

 

Additionally, if you create a notification with this trigger but do not include a link to the report, the automated message sent to your client will not contain the report.

Go to your Notifications in your menu and create a new notification. Select when you would like this to go out, and be sure to set the Report Published trigger.

In Step 4 of the notification, use the Report Link (PDF) and Web Report Link Merge Tags in the body of your email.