Help & DocumentationTips and Tricks Tips and TricksInclude PDF, CSV, or Excel file for element in Digest Emails

Include PDF, CSV, or Excel file for element in Digest Emails

Here is how to include an attachement of your element as a PDF, CSV or Excel file.

Setting Reports

Setting Reports

Use the "Attach to digest" field in the Report Editor on the "Report Distribution" tab (version 3.2 and later).

Setting on Metrics

Setting on Metrics

Use the "Attach to digest" field in the Metric Editor on the "Advanced" tab (version 3.2 and later).

Setting on Favorite Folder

Setting on Favorite Folder

Make sure to "Include Element Downloads" for the favorite folder. Go to your Favorites page and click on the gear to the right to see these settings.

0 Comments

Add your comment

E-Mail me when someone replies to this comment