In this tutorial, we will learn how to email summary reports and create your own email subject.
Go to app.clarifruit.com
1. Go to the Reports screen
Go to the report screen.
2. Select the report
Select the report
3. Click the envelope to send the report on demand
And click the envelope icon on the top Toolbar to send the report on demand.
4. Select one notification group as the recipient
On the pop-up select one notification group as the recipient.
5. You can delete the default subject text, or use it.
Underneath the recipient, the email subject text is presented. You can delete it.
6. Fill "Send an email with my subject text"
And set your subject text.
7. Fill "Send an email with my subject text."
Select the attached file format
8. Click "Email Subject PDF CSV Cancel Send"
And when you are set click the send button.
9. The summary report email will be sent with your subject text
Now the summary report email will be sent with your subject text.
This guide covered the process of customizing the email subject for summary reports in Clarifruit, enabling users to personalize their email notifications effectively.