Help & DocumentationPushing Information to Users Report BurstingCreate New Burst (Version 5.1.2 and further)

Create New Burst (Version 5.1.2 and further)

Report bursts can now be setup and managed using a single, consolidated editor. Users can select an arbitrary set of reports, designate an arbitrary set of recipients, and schedule delivery based on a user-defined schedule, all through a single editor.

1. Access New > Burst

Two options are available for adding content to a Burst:

  • one or more Favorite Folders with all elements assigned to them;
  • specific Elements (Tiles).

Content: Favorite Folders

Select your content by adding elements from your Favorites folders:

  1. We recommend providing a meaningful Name to your Burst, since it is going to be used as an email header once notifications are sent.
  2. Content: As this is example for favorite folders, select corresponding option. The example for "Selected Tiles" is shown in the step below.
  3. Send folders as: define whether each of the favorite folders that you are going to include in this Burst should be sent in individual emails or all of them should be sent as a one large email.
  4. Click [+ New Folders] and in the opened pop-up choose which of the folders are supposed to be included into the Burst.

Once done with seletion, click [+ Add selected].

1.1. Content: Selected Tiles

  1. We recommend providing a meaningful Name to your Burst, since it is going to be used as an email header once notifications are sent.
  2. If you choose to add specific tiles into the Burst email, click [ + Add tiles] and in the opened pop-up choose which of the elements are supposed to be included into the Burst.

NOTE: You can filter the list of elements by entering keywords into the Filter results field at the top of the Select Tiles pop-up.

Once done with seletion, click [+ Add selected].

2. Your selections will be displayed in the list below

  1. You can delete selections that may have been added erroneously. To do so, click the Trashbin icon in the respective row.
  2. Click [+ Add tiles] to include more elements
  3. Schedule: Choose one of the existing Schedule options from the drop-down. Alternatively, you can create your own schedule the PLus button in the same field. For more instructions on Schedules refer to: Creating a Schedule
  4. You must choose if your burst will contain all selected elements, or only those that have changed since last time this burst executed

3. Define Subscriptions (Groups or individual Users)

  1. Group Subscriptions: You may add Groups of users to the distribution list. A group can be created at Admin > Groups.
  2. Send to Burst Owner: Check if you want to send the burst to yourself.
  3. Subscribed users: To add users one by one, choose them in this list. You can use a Search field at the upper right corner above the table to find Users by Name or email.

4. Customaze tab: use advanced Burst settings

  1. Email Template: a default Burst's email template is "Burst - Any Image Size"; it was designed as a standard and flexible solution. You are free to add your custom template to a Burst by:
    • First, adding it to Admin > Email Templates;
    • Secondly, choosing it from this drop-down list.
  2. Email Subject Line: In previous versions Burst's name also serve as an email Subject. In versions after 5.1.1 you got more freedom to construct the email in the following format:
Name OR Username + Today OR Yesterday
  1. Custom header / Custom Footer: You can choose to include arbitrary text into custom fields and have that shown up as a header, footer, or both in the Burst email as shown in the picture above.
  2. Includeo PPT document: choose whether an attachment with a .ppt presentation should be added to an email. To create a new PPT template, access:
https://yourcompany.metricinsights.com/editor/ppt

5. Enable your Burst

At the upper right corner of the screen click Save & Enable.

Once enabled, the Report Burst will run on the schedule you set up.

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