Customers who view daily, weekly or monthly Analytics reports can automatically send an email with the report link using the Alerts tools in Fusion Manager.
Step 1 - Create the report in Analytics and copy the unique link.
Click here for a guide to setting up a Daily Shift Report.
Click here for a guide to saving regular reports.
Step 2 - In Fusion Manager, create an Alert group e.g. Reports.
Step 3 - Set up the email recipients in the 'Service' tab.
3a. +New Service and Enter a name.
3b. Enter each email address.
3c. Test the email address to ensure the service works.
NOTE: If you do not get an email, please check with your IT team that you can receive emails from this address noreply@ofsxpress.com. Otherwise, please let me know and I can investigate further.
Step 4 - Create an Alert within the Alert Group e.g. End of Shift Report.
Step 5 - Enter the Alert message and paste the report link previously created.
Step 6 - In the triggers tab, add a new trigger within the ‘Shift’.
Step 7 - Toggle 'On End', assign the line and then the service.
Trigger on a schedule e.g. Monday 7am
Step 1 - Toggle on 'On Schedule'
Step 2 - Select the services
Step 3 - Select the schedule time
Step 4 - Select the Schedule Period
Step 5 - Select the days
Step 6 - Select a line or toggle on 'Without a Line'
