Create New Burst

Bursts can be set up and managed using a single, consolidated editor. Users can select an arbitrary set of Elements; e.g.,  Reports, Metrics;  designate  recipients, and schedule delivery based on a user-defined Notification Schedule, all through a single editor.

Bursting functionality also allows for large-scale External Report distribution. Applying a User Map (with the appropriate mapping of Users to Filters) allows a single Burst to be the source for hundreds (or thousands) of User-specific emails. This means that each User (or Group) will receive targeted content based on their needs.  See how to apply these new filters in the  Setting Filter Defaults on Burst Editor section of  Pre-filtering BI tools (External Reports).

1. Access New > Burst

Three options are available for adding content to a Burst:

  1. Specific, individual Tiles
  2. One or more Folders including all elements contained in them
  3. One or more Favorite Folders including all elements contained in them
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 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].

1.2. 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 an example for favorite folders, select the 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 one large email.
  4. Click [+ Add Favorite] and in the opened pop-up choose which of the favorites are supposed to be included in 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

1.3. Content: Shared Folders

For more information on Bursting with Folders, see Understanding Folders

  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

2. Customize tab: Use Advanced Burst Settings

  1. Email Template: 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:
    1. First, adding it to Admin > Email Templates;
    2. Then choosing it from this drop-down list.
  2. Email Subject Line: Default Subject line is "<Burst name> for <current date>", but you can enter any Subject line that you wish.
  3. Custom Header / Custom Footer: Clicking on either field will open a Text box for input. 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.
  4. Render Overlays on Burst Images:   
  5. Send only what's been updated since last email:  Prevents the Bursting of old content by only sending those elements that have been updated since last time this Burst was sent.  
  6. Include PPT document:  If you select "yes",
  7. Append date/time to files: The date and time showing  time the Burst was sent will be appended to all attached files
  8. [6.2] You can now track the engagement of your Bursts
  9. [6.2] Detailed error messaging is available in newer versions (Request Email with Errors Encountered When generating Bursts)
    • Selecting this options will open a field allowing input of Email address

3. Assign Subscribers to Burst

Three options are available for subscribing Users to a Burst:

  1. By Groups and/or Individual Users, here
  2. Based on Folders displayed on Users Homepage
  3. Based on a previously setup User Map
3.1. Define Subscriptions by 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.
3.2. Define Subscriptions via Folders  

This option can only be used if Content is selected by Folders (option 1.3 above)

  1. The selection of  "Subscribe everyone who has <folder> on Homepage" toggle will remove all other Subscription options.
  2. [Save] to view grids displaying Individuals subscribed based on this option
3.3. Define Subscriptions via a User Map

For instructions on creating a User Map see Create a User Map.

  1. Toggle the 'Set Subscribers via User Map' to ON
  2. Select User Map from those available to you via the drop-down
  3. [Save]
  4. Users Subscribed and/or Groups Subscribed grids will populate with contents from User Map

4. Enable your Burst

Once enabled, the Report Burst will run on the schedule you set up
  1. At the upper right corner of the screen click Save & Enable.
  2. Optionally, you can request to [Send now] - see 4.1 for available options

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

4.1. Optional - test Burst for yourself or other Users
My Notification: Formatting Test - Google Chrome
  1. This option allows you to setup Bursts for others and then verify exactly what these Users will receive. Open the Burst for dropdown and select a Subscriber other than yourself. You will receive the Burst immediately, tailored for the selected Viewer - the system will apply any User maps, Security Privileges and Permissions, as well as any Bookmarks set for that User. Note that the default is to send you the Burst based on your personal settings