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Create an Email Notification

Steps

  1. Access the Email Settings section.

  2. In the upper right corner, click the Create Email Notification button.

    The Create Email Notification window appears.

  3. Enter a name and description for the email notification and click the Next Step button.

    The Add Charts screen appears.

  4. Select the check boxes that correspond to the charts you want to add to the email notification. Reorder the charts by clicking and dragging the appropriate button.

  5. Click the Next Step button.

  6. 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 field updates automatically depending on your selection.

  7. Click the Next Step button.

    The Add Recipients screen appears.

  8. In the Recipients box, enter an email address and click the button until you have added all desired recipients. Click the Next Step button.

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

  9. Review the notification details and click the Finish button.

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