Keep important stakeholders up to date by sending them push reports via e-mail.
What is a push report?
A push report is a report that is being sent to a user via email. Technically, it can be any saved report which can be shared as a push report. However, in some cases it makes sense to customize a report for the purpose. It gives the receiver an overview of key insights on control performance via e-mail as well as a link to the full report in Impero.
The push report is based on the access rights of the report creator, so the receiver does not need to have any access rights or roles in Impero in order to view the report itself. This way you can give insights to users who should not see other details in the environment.
How to send a push report?
- Go to the report, which you want to share as a push report. It can be any report, which you have previously built, except for a datasheet report, or you can build a report specifically for the purpose.
- Click on "Push report" in the top, right corner.
- Select a name for the report in the field "Name"
- Enter the recipients in the field "Recipients". You can select multiple, but all recipients have to be users in the system.
- If a message is needed in the email, you can add this in the field "Message".
- Tick off the field "Login required" if you want users to login in order to view the report.
- Select whether the report should be sent once or repeatedly. In the latter case, you can also select the frequency (e.g. monthly).
- Click "OK" to activate the push the report.
Tip: The report recipient will view a snapshot of control data from the point of time when the report is sent out. Impero additionally enables the presentation of live data by confirming "show live data" on the top left:
Once a push report has been created, you can find it in the column "Push reports" in the main overview.
By clicking on the number, you will be taken to an overview where you can see which push reports have been created.
Note! To create a push report, you must be either administrator or report manager.
How to edit an existing push report?
You can reconfigure a recurring push report if your needs are changing along the way. This can for instance be useful if a recipient needs to be added or removed.
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Go to your saved reports and find the report that the push report is based on
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Click on the number in the Push reports column. This will open a list of all the push reports created based on the certain report.
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Find the push report you would like to edit, and click on the little pen in the "Actions" column. This then opens the settings for the certain push report.
- Make the desired changes and click "OK".
Learn more:
- Do you need to filter for required data? Go to How do I filter and exclude content using the search bar?