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titleBroadcast reports

Broadcast ReportsYou can schedule your reports to be broadcasted to selected users at a specific time, as frequently as required.

 

  1. Click on a report in the grid to access it. (Note: To learn more about the other features of this screen, click here.)
  2. Tap on the plus icon in the bottom-left corner; a range of other options will appear



  3. Now tap on the comment button to add a comment
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    Abroadcast button

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  4. The following screen will appear

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  5. Tap on the first text field to change the subject of this broadcast

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  6. Choose how to attach the report to the broadcast message by tapping on the HTML option and making a selection
  7. Enter a message that will be broadcasted with the report

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  8. Schedule the frequency of repeating this broadcast. (E.g: If the broadcast is set to be sent weekly, then select a week day)

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  9. You can also set up advanced scheduling options. First, select the Advanced checkbox; a range of new fields will appear

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    • Choose a time zone for the broadcast schedule
    • Select the time at which to broadcast the report
  10. Tap on Save to schedule the broadcast
  11. Note: You will notice that the broadcast icon in the report options will have turned blue.

 

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titleViewing Report Comments

Follow the steps below to view and manage report comments:

  1. Click on a report in the grid to access it. (Note: To learn more about the features of this screen, click here.)
  2. Access the report menu on the left side



  3. Choose the Comments option



  4. All the report comments will appear, provided there are any added



  5. You can perform the following additional tasks on these comments:

     

    IconFeatureDescription
    New commentTap on this button on the top-left side of the comments panel to add a new comment to the report.
    ReplyUse this button to add a reply to a comment.
    InsightfulMark a comment as insightful by tapping on this comment.
    CheckTap on this button to check a comment.
    DeleteUse this button to delete a comment.
    View repliesUse this button to view the replies made on a comment.
    Exit panelTap on this button on the top-right side of the comments panel to close it.

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