Now that you've learned how to set up Scheduled Reports, we'll focus on making sure your email template has a personal feel to it.
Our platform enables partners to edit Scheduled Reports email templates at the account and client level.
This article outlines steps needed to edit the Scheduled Reports email template at the account level. When modifying these Scheduled Report email template settings, it is important to note these settings are global, meaning they apply to all clients.
Permissions required to edit the template
How to edit account level Scheduled Reports email templates
Navigate here by clicking Settings in your left-hand navigation bar.
Click the Scheduled Reports tab
You personalize your Scheduled Reports email template by editing the following fields.
Reply-To - All replies will be sent to this address. Options will vary according to the members in your account.
If desired, you can change the reply-to address for all of your clients at once on the Scheduled Reports tab of your Settings page.
Subject - The subject line of the email.
Body - Contains the email body text.
Make use of the template variables when customizing your email template. They can be used in the Subject and Body fields.
Saved settings apply to all your customers
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