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Celonis Product Documentation

Email Reports

Email Reports let analysts control which KPIs are contained in the emails, who receives the emails, and when emails are sent out.

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Quick-Start

Warning

This feature replaces the previous feature of 'Subscribe to KPIs'. All existing KPI subscriptions are automatically migrated to Reports.

  • Only analysts and team admins can create and change reports

  • KPI permissions are not applied to the recipients, only the permissions of the report creator are taken into consideration. Example: as an analyst, I have permissions on 5 KPIs on my team and I can send a report with these 5 KPIs to anyone

  • Recipients cannot unsubscribe from emails - report creators need to remove them from the recipient list

Report Creation

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To create a report go to Transformation Center and on the left navigation bar, you will find Reports.

A new Report can be created using the ‘New Report’ button.

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A Report consists of 3 sections:

When: When and how often should the report be sent and at what time.

Daily = every day (with the option of excluding weekends)

Weekly = once a week

Monthly = once a month

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Content: The content consists of

  • Custom/automated subject line

  • Custom message

  • The list of KPIs that should be sent via the report

Warning

  • A daily KPI can be sent daily, weekly, and monthly.

  • A weekly KPI can be sent weekly and monthly.

  • A weekly KPI cannot be sent daily and a monthly KPI cannot be sent daily or monthly

The right side of the report shows a preview of the email you will receive.

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To: The list of recipients. Any team member can be selected as a recipient, except locked users.

Additional Configuration

Using the context menu, a Report can be edited, renamed, or deleted. (only visible for team admins or analysts that have created reports).

A Report can have the status Active/Inactive. This status can be changed by editing the report. An inactive Report will not send out emails.