Creating dashlet notifications
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From the Visualizer report dashlet, select More Actions and then click Create Notification.
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Complete the report notification details.
- Create Notification Name
- This displays as the name in your Notification
Center. It is not visible in the sent email.
- To
- The email addresses to send the notification. When sending this
email to multiple addressees, separate emails with a semicolon and no
spaces. For example, MyBoss@myCo.com;Me@myCo.com.
- Title
- The email subject line.
- Message
- The email body. Add variables using the V{variable_name}
syntax.
- Repeats
- Select the frequency to send the email. Select from one of the
three options in the: Daily, Weekly, Monthly.
- At
- Specify the time and time zone for when to send this
email.
- Reports
- The report(s) associated with this notification and the filters
applied to the report.
- Notifications are created with the filters that were applied to
the report when the notification was first created. Filters can use
repository variables to dynamically display data for your notifications. For
example, you might use a repository variable for yesterday's date to show
the finalized sales numbers for the previous day. To view the filters
applied:
- Click Edit from the
More Actions menu.
- Click the Filters icon on
the report.
- View the enabled filters for the report. For variables, the default
value the variable populates to displays in the list. If you select
the variable from the list and save, the default value is no longer
visible. Variables are not supported with these filter types:
- Filters containing the operators ( is missing ) or ( is not
missing )
- Custom Group Filters
- Custom Set Filters
- Global Filters
- Click < Back to return
to edit the notification.
- Include Details
- Includes the collection, dashboard, report names, timestamp, and
the applied filters.
- Attachment Format
- The format of the attachment. Reports support PDF, Excel, and
PowerPoint formats. If the Enable Download
ACL is enabled, you can bulk export using
Excel.
-
Click Save. This notification is now
visible from the Notification Center.
-
From the Notification Center, click More Actions. This menu gives you access to the
Rename, Edit, Add Dashboard, Run Now, and Delete commands.