Scheduled Report Notification Settings

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.

Important: The scheduled report e-mail templates are used to inform the recipient that report succeeded or failed to run. Therefore, all of the scheduled report e-mail template tags must be present in the e-mail template.

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:
1. 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.
2. For new templates, provide a name for new template in the Template Name box.
3. 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.
4. Save your changes.

On Scheduled Report Failure

If an error occurs while creating a scheduled report PDF, or if there is a problem with an e-mail address or the SMTP server, you can have the notification server try to send the scheduled report notification again according to the following options:

Retry every
Configure how often the notification server should retry the send operation.
Quit after
Select this check box and enter the total number of times the notification server should attempt to re-send a failed scheduled report notification.