General Settings
- Name
Indicates the unique name for the notification, which is used to uniquely identify a scheduled report by user name and and report name.
- Description
Optional descriptive information about the notification.
E-mail Options
A new scheduled report notification is created for each report that your users schedule. All scheduled report e-mail notifications can use the same e-mail template, or you can customize the e-mail template for each scheduled report that your users create.
You can manage templates from the global Templates view (Global Mailbox View) or for a specific scheduled report notification. If you create a global template, you must assign the template to specific scheduled report notification.
- E-mail Template
Select an existing template from the list and click the edit icon to edit it, or click the plus sign to add a template. Click the trash can to delete a selected template.Note: You cannot delete the default scheduled report e-mail templates (sr_scheduled_reports.txt and sr_scheduled_reports.htm).Note: For each notification, you choose a text or HTML e-mail template, but you cannot choose both formats for a single notification.
To add or edit e-mail templates for scheduled report notifications:
- In the E-mail Options section, select an existing template from the list and click the edit icon to edit it, or click the plus sign to add a template. The E-mail Template Editor opens.
- For new templates, provide a name for new template in the Template Name box.
- Enter text, e-mail template tags, and HTML formatting (if
applicable) into the editor, or click
Editor to open a WYSIWYG editor.
Tip: Click the Template Tag icon (
) to
insert
SBM-specific
tags into the template. Click the
Fields icon (
) to
insert fields into the template. The field's values will be returned in the
e-mail notification.
- Save your changes.