Scheduled Report Notification Settings

General Settings

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:

  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.