Include Element to the Digest Email as Attachment
Metric Insights allows sending various Digests to User's email and attach diferent types of files to those emails. This article describes how to attach an Element to the email as a PDF, CSV, PPT or Excel file.
1. Setting the Attachment File Type for Report
Access Content > Elements, find the Report you want to attach as a file and click its Active Name Link to open the Report Editor.
- Open the Distribution tab
- Attach to Email: Select the type of the File from this drop-down menu. The default option is "None"
2. Setting the Attachment File Type for Metrics
Access Content > Elements, find the Metric you want to attach as a file and click its Active Name Link to open the Metric Editor.
- Open the Advanced tab
- Scroll to the Other section
- Attach file to Digest: Select the type of the File from this drop-down menu. The default option is "None"
3. Adding Attachments to the Favorite Folder Digest
Access User Menu > My Favorites
Click the gear icon to open the Favorites Editor.
Switch Include Element Downloads to "Yes". Now all the Elements that were chosen to be attached to the Digest will be included to the email as a file of a chosen type.