How to edit client-specific Scheduled Reports

Now that you've learned how to set up Scheduled Reports, the next step is to personalize client-specific reports.

Lifecycle Manager enables you to edit Scheduled Reports and email templates at the client level. Account-level scheduled reports enable modification of email templates only.

This article outlines the steps needed to edit Scheduled Reports and email templates at the client level. When modifying these client Scheduled Report settings, it is important to note these settings are client-specific, meaning they apply to one client only.

To successfully edit Scheduled Reports, please follow these steps in each article section:

How to edit client-specific Scheduled Reports email templates

How to edit client-specific custom scheduled reports

Permissions required to edit the template - Administrator or Manage Basic Settings permissions are required to edit the Scheduled Reports email template.

How to edit client-specific Scheduled Reports email templates

Find the client Scheduled Reports email template settings.

  1. Click Clients in your left-hand navigation bar.

  2. Click into a selected client on the Client console

  3. Click the Scheduled Reports tab

  4. Click the Edit Template button

scheduled_reports__edit_btn.png

Scheduled report email template settings for client

To verify that the email template settings apply to one client only, ensure that:

  • The Scheduled Reports is under the desired client

  • The Email template is specific to the desired client

scheduled_reports_client_level.png

Editable fields

You personalize your Scheduled Reports email template by editing the following fields.

  • Reply-To - All replies will be sent to this address. Options will vary according to the members in your account.

    • You can create multiple member accounts for Sales Team members and Account Managers, assign them to accounts, and use their emails as the Reply-To addresses.

Archive distributed hardware lifecycle reports - On every report sent out, the reply-to email is cc'd so that you can track down the email and attached report themselves by searching through the reply-to inbox.

scheduled_reports_client_level_replyto.png
  • Subject - The subject line of the email.

  • Body - Contains the email body text.

Template variables

Make use of the template variables when customizing your email template. They can be used in the Subject and Body fields.

Saved settings apply to one client - When you click Save Settings, this Scheduled Report email template setting is client-specific, meaning they apply to one client.

How to edit client-specific custom scheduled reports

Find the client Scheduled Reports email template settings.

  1. Click Clients in your left-hand navigation bar.

  2. Click into a selected client on the Client console

  3. Click the Scheduled Reports tab

  4. Click the Edit Scheduled Report button
  5. Click the Edit Template button

scheduled_reports__edit_btn_custom.png

Custom scheduled report email template settings for client

To verify that the email template settings apply to one client only, ensure that:

  • The Custom Scheduled reports is under the desired client

  • The Custom Scheduled report Email template is specific to the desired client

scheduled_reports_client_level_custom.png

Custom editable fields

You personalize your Scheduled Reports email template by editing the following fields.

  • Reply-To - All replies will be sent to this address. Options will vary according to the members in your account.

    • You can create multiple member accounts for Sales Team members and Account Managers, assign them to accounts, and use their emails as the Reply-To addresses.

  • Subject - The subject line of the email.
  • Body - Contains the email body text.

Edit custom scheduled report parameters

scheduled_reports__edit_btn_parameters.png

Enable a custom scheduled report

To enable custom scheduled reports for distribution, you must add recipients before toggling the report active.

  1. Add report recipients in the Name and Email fields and click the Add (plus) button.
  2. Click the toggle to On.

scheduled_reports_client_level_custom_enabled.png


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