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Create a notification for an indicator or group of indicators

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Create a notification for an indicator or group of indicators

Performance Analytics can automatically generate an email with the score, change %, target, and score-target gap % of one or more indicators.

Before you begin

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 the indicators to include in the summary, either dynamically or manually.
    Dynamically
    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] [true].
    Manually
    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 related list.
  8. Right-click the form header and select Save.
    The related lists become available.
  9. Select any number of users in the Users related list.
  10. If you are selecting indicators manually, select them in the Indicators related list.

Result

The email summary job runs based on the schedule you configured. You can also run the job manually by clicking Execute Now.
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