Automated Email Reports
This feature automates the sending of emails with KPIs.
How to set up
In the Environment section select “Notifications”
Click on the + icon at the top right
On the pop-up menu please provide the following;
Title of the report i.e Daily usage, Teams sales value, etc
Destination type - Select email
Email body - The email body should be written in HTML language. If you are not conversant with HTML please use online text to HTML converters i.e Link
The content of the email. Use HTML tags to structure like <br>, </br> for line breaks
To insert queries, use this syntax $queryname$
Web Users to receive the report
Frequency: Select at what frequency the report should be sent
Date range: On what date range the dashboard will apply, this week, this month, etc
Days that email should be sent: Select the days of the week that the email should be sent on daily frequency emails.
Start date/time: when the emailing should start
End date/time: When the automated emails should end
Queries: the actual queries to display. Each query is defined with a tag and a name. The SQL queries can be filtered by team and user so the recipient only receives what is relevant for him.
KPI will be sent in the format of scorecards or tables.
Once you have defined the above, click on CREATE at the bottom left to save.
Example of a table sent by email.
The recipient of an email notification can unsubscribe from the report received on the email.