Email a Dataset in Notification Creator

1. From within any dataset, click the “Share” button in the top right corner, above the column headers.

2. Click “Email” from the dropdown menu.

3. Fill out the notification form and click “Send” button.

Open

Notification Creator On Demand Form

Open

1. Email: Add the email addresses for anyone you wish to receive this notification. Hit enter after each email address to add more.

2. Subject: The subject line that will show to recipients. It automatically populates with the title of the report but can be edited.

3. Attachment: This is the type of file the attachment will be sent as. File type options are: XLXS, CSV, or PDF

4. Message: The body of the email message that will show to recipients.

5. Send: Click "Send" to send the email or "Cancel" to abort and return to the dataset.

1. From within any dataset, click the “Share” button in the top right corner, above the column headers.

2. Click “Schedule” from the dropdown menu.

3. Fill out the notification form and click “Send” button.

Open

Notification Creator Schedule Form

Open

1. Notification Name: Name your notification. This is an internal name that will be stored in the Notification Creator.

2. Description: Add your description here. We recommend listing the report attached, expected action taken with this information, and any internal policies related to this information. This is an internal description.

3. Send to: This line automatically populates with “Enter Recipients.” This has been selected for you because you are scheduling a notification with an attachment of the dataset.

4. Email: Add the email addresses for anyone you wish to receive this notification. Hit enter after each email address to add more.

5. Notification Subject: The subject line that will show to recipients.

6. Notification Message Body: The body of the email message that will show to recipients.

7. Dataset: This is part of the attachment field. This field is preselected based on the dataset you scheduled from. This dataset will be attached to the email.

8. Filters: To set filters, click "Set Filters" button.  Each filter that is in the report will populate under "Attachment Filters". The attached report is filtered based off the selections you make here (and NOT what has been selected in the report itself).  This allows you to use the same report with different filters for different notifications.  This also allows you to run the report on demand and not change the data that will be sent in the automated report.   Clicking "Reset" will remove all filters and send the full dataset.

9. File Type: This is the type of file the attachment will be sent as. File type options are: XLXS, CSV, or PDF

10. Parameters: Send Only on Demand, Do Not Send Empty Report, and Log InContact:
    Send Only on Demand: Select this if you want to save the notification for future use, but do not want to send it on a schedule.

    Do Not Send Empty Report: Select this if you don’t want the notification to send if the attachment is empty. For example, if the report is At-Risk Students and no students currently meet the at-risk filters, the report would be empty and would not be sent.

    Log InContact: This selection is greyed out as the attached data is not associated to and sent to one specific user and cannot be logged through InContact.

11. Start and End Date: Select the dates for this report to be sent with the calendar pop up. This is the time period you want the report sent, perhaps a semester or academic year. You will set the frequency in the next field.

12. Notification Schedule (Frequency): Select how often you’d like the notification sent: hourly, daily, weekly, second weekly, monthly, quarterly, yearly. Additional components will appear based on your selection to choose day of the week and time to be sent, when applicable.

Export limits are determined by the type of attachment. If your dataset includes more rows than listed below, utilize filters before exporting.

Excel - 100,000 rows

CSV - 150,000 rows

PDF - 15,000 rows

The filters set in the “Attachment” section of the notification creator form, NOT the filters in the report itself, control what data is populated in attached report.

Email notifications are sent from NoReply@IntelliBoard.net. Please allow/accept this email as a Safe Sender for your organization.

Per best security practice, we are unable to change the email address from which notifications are sent. You can add reply to email information to your signature that will be included in all sent notifications.

We strongly encourage users to create a personalized signature in which you can include additional contact information.