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Customize Report Email Text

Reports scheduled to be delivered by email are accompanied by short text that includes details about the report. You can customize the email text on the workspace level and apply the text to all workspace reports. Or you can customize the email text on the report level for a specific report.

Required Editions

User Permissions Needed
To create and manage reports: Admin or Power User
  1. To customize email report text on the workspace level:
    1. To the left of the navigation bar, click your workspace name, and then click the workspace settings gear icon.
    2. From the workspace menu, click Consumption.
    3. Scroll down, expand Reports and edit the text.
    4. To add the default email text click Restore Default Text.
    5. To enable editing email report text on the report level, select Allow Edit in Report.
    6. Save your work.
    Note
    Note The tokens in the default email text are the only tokens that can be added. You can place the tokens anywhere in the text.
  2. To customize email report text on the report level:
    1. On the Analyze & Act tab, select Reports from the left menu.
    2. Select the report, and click the edit icon.
    3. Scroll down to the Report Scheduling section, and select Edit Report Email Text.
    4. Edit the text.
    5. To add the default email text click Restore to Default.
    6. Save your work.