Analytics Email Templates

1 Access Analytics Email Templates | 2 Add New Template | 3 Size Warnings | 4 Required Permissions

The Email/Excel template for the Analytics tab Email Template can be configured here.

Access Analytics Email Templates

In the Administration tab, select Analytics Email Templates
Click the above icon or click the x at the top right corner, to return to the Administration menu.

Add New Template

Click the New Template button.
In the window for Add Template, type information in the provided fields, based on the table below, then click Save.

Field	Description

Field	Description
HTML	Select this tab to configure an Email template to share the query results. This is a required field.
Template Name	Enter a name for the email template. This name will be displayed when selecting the template in the Analytics Email template drop-down. This is a required field.
Query Type	Select the Analytics query type for which you want to this template to be available. This is a required selection.
Email Subject	Enter a subject line for the email. This is a required field.
Email Body	Enter the content for the email body. The text can be formatted with the format options available in the Email Body panel. This is a required field.
Excel	Select this tab to configure an Excel template to share the query results.
Template Name	Enter a name for the template. This name will be displayed when selecting the template in the Analytics Email template drop-down. This is a required field.
Select a File	Click to browse and select an Excel template.
Query Type	Select the Analytics query type for which you want to this template to be available. This is a required selection.

The list of information displays in the following columns:

Column Name	Description

Column Name	Description
Template	Displays the template name above.
Query Type	Displays the query type for which the template is available.
File Type	Displays the template file type (HTML / Excel)
Uploaded By	Name of the user who created the template
Last Edited	Displays the last updated date and time
Actions	Edit - Select to Edit the template details. Update the details and click Save. Delete - Select to Delete the template.

Size Warnings

Analytics notifications now include an estimation of the size of the email to be sent out. If the size exceeds the firm’s quota or the limit for Microsoft SMTP, the user now can see beforehand and limit the data further.

To see this in effect,

Execute a search in CAM \> Analytics.
Hit the Email button.
Select as one-time email = No/Yes
Select Email Type = Excel Attachment
Select Excel template.

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
Add Notification Template	View the Add Template button
Edit Notification Template	View the Edit option in the Actions menu.
Delete Notification Template	View the Delete option in the Actions menu.

Tip: Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.