Create an email summary

Performance Analytics can automatically generate an email when an indicator or a group of indicators meets predefined conditions.

Before you begin

You must enable and configure email notifications before you can use email summaries.

Procedure

  1. Navigate to Performance Analytics > Automation > Email Summaries.
  2. Click New.
  3. Enter a Name and a Description for the email summary.
  4. Select the Active check box to run a scheduled job that creates the email summary.
  5. Select when the job should run.
    • Daily
    • Weekly
    • Monthly
    • Periodically
    • Once
    • On Demand
  6. Set the time to run the job by changing the hours, minutes, and seconds (using 24 hour notation).
    By default, the job runs at midnight.
  7. Select indicators dynamically or manually.
    • Dynamically: Select the By Condition check box. Use the condition builder to define the conditions for which indicators the email summary should include. For example, you might select all key indicators by setting the condition to [Key] [is] [true].
    • Manually: Clear the By Condition check box. Specify the conditions you want to apply on the indicator records.
  8. Right-click the form header and select Save.
    The indicator list and the user list become available.
  9. Select any number of users and indicators and click Update.
    The email summary job runs based on the schedule you configured.

What to do next

For more information, see Email notifications.