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

Create New Burst (Version 5.1.2 and beyond)

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.

Note: Earlier versions of these screens may appear slightly different or have more or less options available. Screen shots below are of Version 5.2.1

1. Access New > Burst

Three options are available for adding content to a Burst:

  • One or more Favorite Folders including all elements contained in them
  • Specific  Tiles
  • [5.2.1 version] Folders including all elements contained

For more information on Bursting with Folders, see Understanding Folders

1.1. 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"  and "Shared Folders" are shown in the steps 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 selection, click [+ Add selected].

Elements that are actually seen in each Burst email are subject to the Security Rules for each recipient

1.2. Content: Shared Folders [Version 5.2.1]
  1. Select 'Folder' in the Content field
  2. Clicking on 'Select Folder'  will open a list of Folders that are visible on your Homepage. Admin Users will have choice of all Shared Folders created, not just the ones that are shared with the Admin User
  3. Select a single Folder by clicking on the its Name.
  4. As seen below, all of the elements from that Folder will be burst
1.3. 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 tiles by entering keywords into the Search field  or selecting a specific Folder (or Category) at  the top of the Select Tiles pop-up.

Once done with selection, 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 Trashcan 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 new schedule (non-Admin user)
  4. Burst are generally sent via Email, but newer versions allow the Burst to be sent also to an SMS address, FTP file,  or a Shared Drive.  For these new options, see Delivering a Burst via SMS or

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. Customize 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. Include PPT document: choose whether an attachment with a Power Point Presentation should be added to an email.
  3. Optional,  create a new PPT template:
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.

Note that in 5.2.1, we have added a Run History section for Bursts.