Creating a personal broadcast

As a component administrator, you can send a personal broadcast of a report, where the broadcast is sent only to the user who defined the broadcast. 

If you are broadcasting or sharing reports with tabbed co-display content, you must first export the report and then schedule the broadcast.

Do the following:

1. Log in to TrueSight Smart Reporting - Platform as a component administrator.
2. Open the report that you want to broadcast, and click  on the main navigation bar.
3. Click Create New and select Personal Broadcast.
4. Enter a subject and an email body for your broadcast.

5. Select the format that you want the report to be sent as. The following options are available:

   The following options are available:

   • HTML
   • PDF—For this option, you can use the Secure PDF checkbox to password-protect your PDF files. You can specify a password yourself, use the one created when exporting the file, or use a default password generated by the system. You can also use the Append Broadcast Date checkbox to include the current date in the document name.
   • CSV—For this option, you can use the Append Broadcast Date checkbox to include the current date in the document name.
   • DOCX —For this option, you can use the Append Broadcast Date checkbox to include the current date in the document name.
   • XLSX—For this option, you can use the Append Broadcast Date checkbox to include the current date in the document name.
   • Text—For this option, you can use the Append Broadcast Date checkbox to include the current date in the document name.
   • Link to Report
6. If your report contains filters, select the filters in the User Prompts Filters field.
   • Default Filter Values
   • Current Filter Values
   • Bookmarks
7. Select one of the following delivery types:
   
   • Continuous Schedule—The report is always be delivered based on the selected schedule. 

   • Alert-based broadcast—The report is delivered based on the selected schedule, if the results match the alert rules.

     Do the following to add delivery rules:

     1. Click Add Alert Delivery Rules.
     2. Create a rule based on one of the following conditions:
        • One or more rows must match. For example, is there a transaction less than $1000.
        • Aggregate against entire result set. For example, are the total sales less than $100000.
     3. Click Add Field and select the field that you want to apply the condition on. You can add multiple conditions.
     4. Click Submit. The rule is displayed on the Broadcast window.

      

8. Select the frequency according to your requirements.
9. Click Advanced Settings.

1. • Timezone—Set the delivery timezone.
   • Limit Schedule Period—Limit the schedule to run only within a set period.
   • Failure Notification—Define an administrator user to be notified if the broadcast schedule fails.
2. Click Submit to list the broadcast.