How to use the custom email template for the scheduled reports?
The custom email template is an advanced feature for the scheduled reports. By using the custom email template, you can easy to change the content, subtitle of the email. To apply the custom email template, please following the steps below:
Go to the management pages by using menu Email Templates and Email Receivers at Report Scheduling.
Go to Email Receiver to create the receivers by clicking to New Email Receiver
After you fill all the information, click Save button to create a new email receiver.
Now you can go to Email Templates to manage the email templates, click to the New Email Template button to create the new one.
You can fill the title and content in the form. Don't forget that the variable {{ report_content }} is not available in the title and is required variable in the content.
After click to the Save button, you can test the email template by click to the Send test email button
Now you are ready to apply the email templates and the email receivers to scheduled reports. Please go to the detail report page and click to Schedule report button.
You can change the email template and receivers in the step 1 and 4
Here is the result.
Go to the management pages by using menu Email Templates and Email Receivers at Report Scheduling.
Go to Email Receiver to create the receivers by clicking to New Email Receiver
After you fill all the information, click Save button to create a new email receiver.
Now you can go to Email Templates to manage the email templates, click to the New Email Template button to create the new one.
You can fill the title and content in the form. Don't forget that the variable {{ report_content }} is not available in the title and is required variable in the content.
After click to the Save button, you can test the email template by click to the Send test email button
Now you are ready to apply the email templates and the email receivers to scheduled reports. Please go to the detail report page and click to Schedule report button.
You can change the email template and receivers in the step 1 and 4
Here is the result.
Updated on: 28/08/2024
Thank you!