Sent overview as notification/PDF

Sent overview as notification/PDF

In the platform, reports can be automatically sent as notifications.
These notifications allow you and other users of MyLetsGrow.com to stay informed about the information in the report.
You can choose to send the notification as a one-time message, on a schedule, or based on conditions.

Open the report that you want to send as a notification.
Click on the option "Send report via email" in the menu on the left side of the report.


Manage Notification

After clicking "Send report via email," a new tab will open.
In this tab, you can make several choices, as shown in the image below. Some options are explained in more detail below.



Recipient(s) Email/SMS

Here you can add colleagues or third parties who should receive the notification.
In the drop-down menu, you can select other MyLetsGrow.com users to receive the notification.
You can also click the plus symbol to manually add an email address or phone number.

Sending the Notification

Here, you can choose "Scheduled", which means the notification will be sent at a specific time (e.g., every Monday morning at 7:00 AM).
Or you can choose "One-time", meaning the notification will be sent only once after clicking the "Send" button.

Orientation

In this section, you can choose between landscape or portrait orientation.
This setting is important when the notification is sent as an attachment.

Sending Notification (Email Only)

When sending the notification via email, you can choose to include the report as an attachment or in the body of the email.
If you choose to send it as an attachment, the recipient will receive an email with the report attached.
You can also select the format of the attachment (PDF, Excel, or Image).

If you choose in the message, the report will be displayed directly in the email and will be easy to read.
Below the image of the report, there will be a link to view it on MyLetsGrow.com.