Setting Up Email Digest Reports
The Email Digest feature in the Jolt Web Portal allows you to automate and customize reports on list completion. These reports can be sent to leadership roles daily, weekly, monthly, or quarterly, providing insights into list completion across different locations.
Reports can also be created for specific lists, such as catering logs, to provide targeted insights in addition to general list completion.
Prerequisites
Ensure you have the necessary admin access to configure Email Digest settings.
How to Configure Email Digest Settings
Before configuring Email Digest settings, you can create custom reports by navigating to Reporting > All Reports and tailoring them to your needs.
Log In to the Jolt Web Portal
Use your credentials to log in to the Jolt Web Portal.
Navigate to Email Digest Settings
Go to Settings > Roles.
In the top right corner, select Email Digest Settings.
Configure Single Location Reports
By default, you will be on the Single Location Reports tab.
Select Roles: Check the boxes next to the roles you want to receive reports for each location where they are assigned.
Scheduling: Reports will be sent out based on the Day Start Time and Week Start Date set in your Location Settings.
Set Up Multiple Locations Reports
Switch to the Multiple Locations Reports tab.
Select Roles: Check the boxes next to the roles you want to receive reports comparing all locations within the content group.
Scheduling: Reports will be sent out according to the Day Start Time and Week Start Date set in your Location Settings. Use these settings to define the reporting period for multiple locations.
Saving Changes
Any changes you make are saved automatically, so there’s no need to manually save.
Understanding Report Frequency
Choose how often reports are sent: daily, weekly, monthly, or quarterly. For example, you can schedule reports to be emailed daily at a specific time, such as 9:00 AM. This will help ensure that leadership receives timely updates according to your chosen schedule.
Verify Notification Setup
Ensure that the designated users are correctly set up to receive email notifications when the list is completed.
Example of a Quarterly Report
Report Overview: Provides a comprehensive view of list completion across all selected locations within the content group for the past quarter.
By following these steps, you can ensure that your leadership team stays informed about list completion across locations. For further assistance, refer to the relevant support articles or contact Jolt Technical Support.
Troubleshooting Common Issues
Emails Not Received: Verify that the designated users' email addresses are correct and that the notifications are enabled in the report settings.
Incorrect Data in Reports: Check the report configuration to ensure all relevant lists and locations are included.