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Note
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titlePrerequisites

Delivery of report notification via email and SMS requires the respective servers to be setup and configured. To configure the email server for reports notification, refer /wiki/spaces/sigma2021/pages/2698543106.

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Perform the following steps in eMACH-Sigma Studio to create notification templates that can be used when reports need to be sent to end-users as SMS or mail:

  1. Click Manage > Notification Template.



    The Notification Template screen appears, as shown in the following screenshot:



  2. Select the channel from the Notification Channel drop-down list. In this example SMTP is chosen as the Channel.



  3. Enter a template name in Template Name field.



  4. Select the Notification Type for the reports based on the report's SUCCESS or the FAILURE.
  5. You can also add parameter by selecting the relevant parameters from the Add Params drop-down list.



    NOTE:
    Criteria Value - This parameter will get applied only for the instance that gets generated via report bursting based on the value chosen in 'Generate for Criteria/Group' field. If Individual Criteria is chosen, that criteria value will get applied. If Criteria Group is chosen, the corresponding Criteria Group mapping name will get applied. This parameter is available both in short and long messages. 
    Refer Configuring a report bursting , for detailed information on 'Generate for Criteria/Group' field.



  6. Provide the actual message for the template in Long Message field.



  7. Click the Save icon to save the template.

    Warning

    When you try to exit the Notification Template screen, before saving the configured notification template, a warning pop-up message appears, as shown in the following screen shot:

    • Click No, if you do not want to exit the Notification Template screen.
    • Click Yes, if you want to exit the Notification Template screen.




    A confirmation message appears.



  8. Click Ok.

    The created notification template appears on the left side.



  9. You can similarly configure a failure notification template by following the aforementioned steps but ensure that the Notification Type is selected as Failure
    1. Once the failure notification template is configured, click the Save  icon to save it.

       

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