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:
- Make sure you're in the correct module that you want to send with the appropriate data sets for your briefing.
- Select the ●●● button in the top right-hand corner of the screen.
- Click on Schedule emailing
- Complete the To field with the email addresses that you wish to send this brief.
- Complete the Subject field (or leave default)
- Complete the Message field (or leave default)
- Customize First Occurrence fields
- Date (of the first email send)
- Time (relative to your default time zone)
- Repeats (send frequency)
- Click Schedule
Manage and delete scheduled briefings:
- Click on Manage in the top navigation
- Select Emailing Dashboards
- View the briefing you wish to delete
- Click on Delete
Edit feature not yet available.
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