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A link to the Report will show on the Timeline
Click here for more information on the Timeline.
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- Enter the Recipient - to email Sigma Users, choose from the list and for non Sigma Users, type in the Email Address.
- Amend the Email Title (if required)
- Add a Message (optional)
- Choose the output. Choose from:
- CSV
- Word
- Link to Report
- HTML
- XLSX
- Choose to share with the Current Values or Default Values
- Current Values - will take into account the User Filters used to run the Report
- Default Values - will ignore the User Filters and use the default settings
- Click Submit
Embed
The Embed option gives a link to embed a report into a HTML, Wiki or blog page.
See Embedding a Report for more details.
Link
The Link option allows you to copy and paste the link into a document, email etc.
- Copy the link and paste to forward to a Sigma User
- Choose to share with the Current Values or Default Values
- Current Values - will take into account the User Filters used to run the Report
- Default Values - will ignore the User Filters and use the default settings
- Click Close
To share a Report with a Non Sigma User, see Sharing Reports with Non Sigma Users for more details.
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- Broadcast - schedule the report to yourself and/or others
- Personal Broadcast - schedule the report just to yourself. This Report will go to your Timeline and can be viewed from there
- FTP Schedule - schedule the report to your server
Broadcast
Note, a Report that has Mandatory Filters cannot be Broadcast. However the Report can be copied, amended and saved back into the database to allow Broadcasting.
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- From the Report, click Broadcast
to set up one or more broadcasts (schedules) for an active report - Click Create New to open the Broadcast popup
- Choose Broadcast
- Complete as follows
- Recipients - either type the email address of a non Sigma user, or choose a Sigma user from the dropdown list
- Title - enter a title for the email
- Message - enter a message (optional)
- Append Broadcast Date - tick if required
- File type - choose from:
- HTML
- CSV
- Word
- Excel
- Text
- Link
- User Prompt Filters - choose from Current Filter Values (those that you have Filtered to) or Default Filter Values
- Continuous Schedule - choose if you want the report to be Broadcast regularly
- Alert - choose if you only want to send the Report if a criteria is met (see below for more detail)
- Frequency - choose from:
- Daily
- Weekly
- Fortnightly
- Advanced settings - click to add a time for the Report to be Broadcast
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- Complete as above, but choose Alert instead of Continuous
- Click on Add Alert Delivery Rules to show the Delivery Rules pop up
Alert Data
- Choose from:
- One or more rows must match
- Aggregate against entire result set
- Tick Applied to latest date (if required)
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If any row shows the Bill Net Amount Greater figure great than 1000, then send the Report
If you have more than one criteria:
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If any row shows the Bill Net Amount Greater figure great than 1000 OR the Consumption Total Greater than 2000 , then send the Report
- Click Submit to save the Alert
- Click Submit to save the Broadcast
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- From the Report, click Broadcast
- Click Create New to open the Broadcast popup
- Choose FTP Schedule
- Enter your File Name (where the Reports will go to on our Server
- Choose the File type
- Your IT department will help you with the details required for the following areas:
- Server Hostname
- Server Directory
- User Name
- Password
- Complete the rest as shown in the Broadcast above
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- From the Report, click Broadcast to see any existing Broadcasts
- Hover over the Broadcast to see the Message
- Click on the Broadcast to see the details
- If you are not already subscribed to the Broadcast (for example if someone else has set it up), click Subscribe and you will be added to the Broadcast
- To unsubscribe, click on Unsubscribe
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