Creating dashlet notifications

  1. From the Visualizer report dashlet, select More Actions and then click Create Notification.


  2. 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:
    1. Click Edit from the More Actions menu.
    2. Click the Filters icon on the report.
    3. 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
    4. 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.
  3. Click Save. This notification is now visible from the Notification Center.
  4. From the Notification Center, click More Actions. This menu gives you access to the Rename, Edit, Add Dashboard, Run Now, and Delete commands.