Emailing Best Practices

This page outlines best practices to be used for emailing reports from the Analytics Portal.

When creating Dashboard for email distribution, the Shoplogix requirements are:

• There is only one Owner/Designer of the Dashboard, everyone else has viewer access only.

• Dedicate a folder to emailed Dashboards and manage accordingly

  • Dashboards for general use should not be stored in the same folder as emailed Dashboards

• Dedicate emailed Dashboards

If emailed Dashboards are required to be available for general use to viewers, then please duplicate and share

• User filters are stored to the user and emails will take these filters into consideration upon email execution

Create Dashboard and filters as required

Lock the Filters on the Dashboard

You can access the filter options by selecting the menu option highlights in red below

Assign these as your default filters by selecting ‘Set as My Default Filters’

A reload icon will appear once you have done this, which would be used to reset to default filters if required

Lock the Filters on the Dashboard

Once you lock the filters, you will see both a 🔒 icon greyed out, and the actual filter value greyed out.

Lock all the Filters on the Dashboard

Once you lock all of the filters, you will see both a 🔒 icon greyed out, and the actual filter value greyed out.

Once all of the Filters are set as required and locked, you can then begin to share the Dashboard with other users.

• “Can View” = Sharing Only

Email Settings

• Enable or disable “Users cannot change their subscription settings” here

• Emails can be sent as:

  • Embedded: Snapshot of the dashboard is embedded directly into the email

  • PDF: A PDF attachment of the dashboard is emailed to recipients

PDF Design

PDF can be optimally resized and redesigned by clicking “Edit/View PDF Report”

• Toggle to “Edit Mode” to manually edit the size of widgets in the PDF:

• If some of your widgets are cut off in Portrait Orientation, try changing the Orientation of the PDF to “Landscape”:

For optimal sizing and fit of pivot tables, Shoplogix recommends the following:

1. Do not have more than one table side-by-side on your Dashboard

2. Limit the number of columns in a pivot table, so they will fit on your browser window. If you need more columns than will fit to the browser and you need to print to PDF, Shoplogix recommends creating 2 pivot tables

3. Within a pivot table widget, set the limit of data shown in your table to the maximum number of results that you need:

In the above example, results are limited to the top 10 by OEE.

Tip: If you want a full printout of items, then within the widget change “Items per page”; the maximum limit is 200.

Tip: You can manually resize column widths of widgets by dragging their borders on the dashboard, or drag the title of a widget to move the entire widget around the dashboard.

Timing / Scheduling

Shoplogix recommends that you schedule emails to be sent 1 hour after the last shift ends that you would like to be included in that report.

See Working with Shift and Time Data for more on how to work with Shift and Time Data.