Customizing the Scheduled Reports Email Template

Modified on Thu, 28 Nov, 2024 at 10:57 AM

1.) Select Settings from the navigation menu:

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The Settings page is displayed.

2.) Select the Email templates tab:


The Email templates page is displayed:

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3.) In the Scheduled Reports section, select the Edit template button:

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The Scheduled Reports email template settings page is displayed:

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4.) Customize the Email subject field if you wish to include a different email subject.


5.) Customize the content of the Email body as desired. You may wish to include a support number and/or email.  You an also use any of the provided placeholders in the email body. To view the placeholder values, click the + Use placeholders in your email button below the body to expand the list of available placeholders:

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6.) Click the Save button after you have completed your customizations. A confirmation message is displayed:

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