Learn how to set up recurring automated email blasts to receive reports directly to your inbox!
Before you begin, an Administrator on the Greenline dashboard must enable the appropriate security permissions for any employee profile requiring access to view or edit Broadcasts.
Log into the Greenline dashboard HERE
- Go to Reports
- Click on Broadcasts
- Click Create Broadcasts
Creating a Broadcast
The Create Broadcast area allows for several configurations depending on your needs. This guide will explain each section to help you build your first Broadcast!
- Report Name - clicking the drop-down menu will allow you to select which report will be sent via email.
- Location(s) - select which store location(s) the report is based on
- Frequency - select how often the chosen report is sent via email
- Range - depending on the selected Frequency, this section shows the date range for the report to be emailed
- Received Date - depending on the selected Frequency, this section allows you to select when the report is emailed
- Status - when toggled ON the Broadcast is enabled and active. When toggled OFF the Broadcast is disabled and inactive.
- Recipient(s) - click the drop-down to select which employee(s) will receive the Broadcast report
- Report Description - this section will provide a description of the selected report
When all selections have been made, make sure to click Save
Managing Broadcasts
Saved Broadcasts will be listed on the main Broadcasts page on the Greenline dashboard.
From here you are able manage the Status or Delete any unwanted Broadcasts.
- Go to Reports > Broadcasts
- On the left-most side of each Broadcast, there is a check box that you may click to manage single or multiple reports.
- Click the Select Action drop-down in the top right corner
- Select your desired action: Enable, Disable or Delete
- Once the selection is made, the action will automatically take place
If only managing a single Broadcast, you may also click the 3-dots on the right side of the page to select the desired action:
