This guide explains how to customize the message included in the email sent for notification or automatic subscription to a report.
Procedure to Add a Message
To add a personalized message to the notification email, follow these steps within the report notification configuration window:
1. Open the Notification Configuration Window
Go to the Reports section, select the desired report, and open the window to manage notifications (or subscriptions).
2. Locate the Message Field
Within the configuration window, scroll until you find the label:
Do you want to attach a message to the email?
3. Enter the Message
Enter the text you want to attach to the notification email in the text field (textarea) located below the label.
4. Verify Recipients (if necessary)
Make sure that the field Who should receive the report? contains the correct email addresses, separated by commas.
5. Configure Scheduling (if creating a new notification)
If you are creating a new scheduled notification, ensure that the option Schedule sending is selected and that scheduling is set correctly.
6. Save the Notification
Click on the save button (usually "Save" or "Create Notification") to apply the message and activate the notification. The message will be included in all future emails sent for this report.
