Default Sample Report Settings

This section allows for the user to edit their preferences for receiving Sample Reports.

  1. Select the Pencil icon that appears when the section is hovered over.
  2. Choose if the Sample Reports are compressed if sent as a PDF.
  3. Choose if Results are Sent When Available.
    1. Use the drop-downs to choose what the user receives in an email.
  4. Choose if the user receives Email Summaries.
    1. Use the drop-downs to choose if the user receives emails Per Account or On a schedule
    2. Use the drop-downs to choose what the user receives in an email.
  5. Input a maximum email size.
  6. Select Save.

Override Sample Report Settings 

This section allows for the user to edit their preferences for receiving Sample Reports per account.

  1. Select the Plus icon that appears when the section is hovered over.
  2. Give the new preference a name.
  3. Select the desired Accounts.
    1. Use the search bar in the top left to search accounts.
    2. Select on them to add individually.
    3. Select Add All to add all displayed accounts.
    4. Select Save.
  4. Choose if Results are Sent When Available.
  1. Use the drop-downs to choose what the user receives in an email.
  • Choose if the user receives Email Summaries.
    1. Use the drop-downs to choose if the user receives emails Per Account or on a Fixed Schedule
    2. Use the drop-downs to choose what the user receives in an email.
  • Select Save.