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Create an Email Notification

To create an email notification:

  1. Click Email Settings > Create Email Notification.

    The Create Email Notification window appears.

  2. In the Name box, type a name for the email notification.

  3. In the Description box, type a description for the email notification.
  4. Click Next Step.

    The Add Charts screen appears.

  5. Select the check boxes that correspond to the charts you want to add to the email notification.

  6. Reorder the charts by clicking and dragging the appropriate button.
  7. Click Next Step.

    The Schedule Email Notification screen appears.

  8. Select the frequency, date, and time at which you want the email notification to be sent. Depending on the option you select in the Frequency box, the following additional options appear:

    Frequency

    Options

    Once

    None

    Hourly

    Repeat Every - a drop-down box that includes options from 1 to 20 hours.

    Daily

    Repeat Every - a drop-down box that includes options from 1 to 20 days.

    Weekly

    Repeat Every - a drop-down box that includes options from 1 to 20 weeks.

    Repeat On - a multi-selectable list of the days of the week.

    Monthly

    Repeat Every - a drop-down box that includes options from 1 to 20 months.

    Repeat By - a drop-down box that includes the options Week of Month and Day of Month.

    Yearly

    Repeat Every - a drop-down box that includes options from 1 to 20 years.

    The Summary box updates automatically depending on your selection.

  9. Click Next Step.

    The Add Recipients screen appears.

  10. In the Recipients box, type an email address and click the button until you have added all desired recipients.

  11. Click Next Step.

    The Review Email Notification screen appears, which displays a summary of your email notification configuration.

  12. Review the notification details.

  13. Click Finish.

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