Performance Analytics can automatically generate an email with the score, change %,
target, and score-target gap % of one or more indicators.
Enable and configure email notifications before you can use email
The email summary job runs based on the schedule you
configured. You can also run the job manually by clicking Execute
Enter a Name and a Description
for the email summary.
Select the Active check box to run a scheduled job that
creates the email summary.
Select when the job should run.
- On Demand
Set the time to run the job by changing the hours, minutes, and seconds (using
By default, the job runs at midnight.
Select the indicators to include in the summary, either dynamically or
- Select the By Condition check box. Use the
condition builder to define the conditions that determine which
indicators the email summary includes. For example, you can select
all key indicators by setting the condition to [Key] [is]
- Clear the By Condition check box. After you
save the Scheduled Email Summary form, select individual indicators
to include in the summary in the Indicators
Right-click the form header and select Save.
The related lists become available.
Select any number of users in the Users related
If you are selecting indicators manually, select them in the
Indicators related list.