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Can I be included as the sender of reports?

Sean Needham avatar


Note: This article referrers to our earlier Reports module which some customers do not have access to. We recommend that all users use the latest Dashboard reports feature instead. Information on Dashboard reports can be found in the article Configuring Siteimprove Dashboards and Dashboard reports.

Yes. Within the Reports component of Settings, there is a section called "Email templates" where you can customize the emails that are sent out with reports.

If you are an administrator or account owner, this can be accessed through Settings > Reports. 

Email templates menu item

Select "New template" and edit the fields using as required.

Once you have edited the template you can "Preview" and "Save" the template.

Multiple templates can be created and tailored to your organization, then a specific template can be chosen when scheduling a report.

drop down showing emial template options when scheduling a report

Note: The customized email templates DO NOT relate to the default reports sent for Quality Assurance. They are only available when scheduling reports through the Reports component. 

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