Report Delivery > Message Templates

Message Templates


Using standard message text in reports you deliver via e-mail can be a great way to consistently send a standardized message to your clients while still including report specific information in each message.  To set up your standard message text:

  1. Begin delivering your report using any of the e-mail methods described in this chapter and click Edit standard message text in the Delivery Information screen.

  2. Type the standard message you’d like to include in the e-mail message whenever you send a report in the first text box.
  3. Check any of the report items you’d like to insert into the message.
  4. Finally, type your “signature block” in the last text box and click Save.

Now, each time you send a report, this standard text is automatically inserted into the message and you can easily edit this text in the future if necessary.