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.
Prerequisites
Ensure you have the necessary admin access to configure Email Digest settings.
How to Configure Email Digest Settings
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 settings.
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. This will help ensure that leadership receives timely updates according to your chosen schedule.
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.