How do I send an Intelligence Briefing?

All of this data is fantastic! Now there has to be an equally fantastic way to email this briefing in a clean automated way? There is!

Follow the steps below to filter and contextualize the data you want to be included in your intelligence brief.

To send an Intelligence Briefing:

  1. Make sure you're in the correct module that you want to send with the appropriate data sets for your briefing.
  2. Select the ●●● button in the top right-hand corner of the screen.
  3. Click on Schedule emailing
  4. Complete the To field with the email addresses that you wish to send this brief.
  5. Complete the Subject field (or leave default)
  6. Complete the Message field (or leave default)
  7. Customize First Occurrence fields
    1. Date (of the first email send)
    2. Time (relative to your default time zone)
    3. Repeats (send frequency)
  8. Click Schedule

Manage and delete scheduled briefings:

  1. Click on Manage in the top navigation
  2. Select Emailing Dashboards
  3. View the briefing you wish to delete
  4. Click on Delete

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