If you'd like your audience to see your scaled report summary every day, week, or month, you can schedule an email notification.

These email notifications will only direct recipients to the scaled report summary page. If you need specific users to receive specific information in a specific report or email body, we are able to establish those behaviors though a service agreement.

To schedule recurring email notifications, do the following:

Step 1: Navigate to the scaled report summary that you want to share. Users must have edit access to the scaled report to see these options. Open the purple edit panel on the right.

Step 2: Click 'Send or Schedule Notifications' to open the modal and choose your options. Note the details in the green box. If no users or groups appear, close the modal and share the scaled report summary with the desired recipients first.

Step 3: Once your settings are satisfactory, toggle the 'Active Schedule' to ON.

Step 4: Click 'Save and Schedule'. You should receive a confirmation message that your notifications have been scheduled successfully.
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