How to send Email notification when Insights report is shared How to send Email notification when Insights report is shared

How to send Email notification when Insights report is shared

Alek Alek

Thank you for visiting our Qtrac Knowledge Base library.

We hope the below article will assist you. Based on your questions, it looks like you are trying to send email notification to the users you are sharing the report with.

Before we explain it we would like to tell you the scenarios of when this might be needed.

Sometimes you want to update the report and inform all users that are already having access to the report about the latest change or update or even sometimes you would want to add additional user that was not being part of the initial share for the report etc.

With our sharing capability for Insights this is easily doable and fully explained in the following steps:

Permissions Required:

Roles Queue Views
  • Any user that has access to Insights and Owner or Contributor of the report
  • N/A

 

1. Once you navigated to the sharing Insights feature there is small check box that is called Email recipients:

click on it. 

2. Once this option is activated, the Email Message portion will pop up. There are two main parts of the email: Subject and content. 

As you can see the content is already predefined with the DataSource link to the report. You can keep it and add additional sentence or you can simply remove it if not needed. You can add any custom message that once delivered it will look like this example:

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.

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