sent out at a pre-defined time, as frequently as required.
Open a report or chart.
Tap on the
broadcast
subscription icon in the bottom-right corner.
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When the side panel expands, tap on the title field and provide a title for this
broadcast
subscription.
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You can also use the next field to provide a description.
Tap on the option to add a condition, if you would like to include one.
Tip
Conditions provide a unique way to set up a schedule, in that the
broadcast
report will only be sent out if the condition(s) become true.
Create a condition by choosing a field from the report, an operand that applies to this field, and finally entering a value. Then tap on Save. For example, you could select the invoice field, choose the greater than operand and set the value as 5000. So now your condition will become true if the invoice value surpasses the amount of $5000.
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Next, choose
how to attach
the format in which to send out the report
to the broadcast message
by tapping on the HTML option and making a selection.
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Schedule the frequency with which to repeat this
broadcast
subscription. (E.g: If
the broadcast is set to be sent weekly
you subscribe for a weekly report, then select a week day.)
You can also set up advanced scheduling options. Use the Advanced option to view additional scheduling options:
Choose a time zone
for the broadcast schedule
.
Select the time at which to
broadcast
send out the report.
Then tap on Save.
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Once all the details have been added, tap on Save to schedule
the broadcast
this subscription.
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Note:You will notice that the
broadcast
subscription icon in the report options will have turned blue. Image Modified
The most basic method to add a new comment to your report is explained below:
Open a report or chart.
Tap on the comment icon in the bottom-right corner (or the top-left side).
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A side panel will appear with a list of all comments added.
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To add a new comment, tap on the text bar at the bottom of this panel and press Send.
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To reply to a comment, tap on that comment and use the bottom text bar to enter your reply. Once a reply has been added, a reply notification will appear next to the avatar of the main commenter.
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Similarly, you can also perform the following functions on a comment: