PROPERTY OF BURRELLESLUCE

WorkFlow
Quick Start Guide for Setting Up Projects and Alerts
UC
E
BurrellesLuce WorkFlow is a web-based application that allows you to manage and report on
all of your media coverage in one convenient dashboard. It is designed for both Mac and PC
users and is compatible with most any browser. To optimize your experience with broadcast
coverage, please download Silverlight, a free real-time player. This site will require you to
always “allow pop-ups” for full functionality.
SL
Section 1
Account Settings
BU
RR
EL
LE
Any changes you make to the Media Content Account Contact Information will also update in
the iMonitor module (if subscribed) and the Automated Reporting module and vice versa. At
this time – to make changes to the Account Contact Information listed in Media Contacts and/
or Media ContactsPlus, you must first click on the Outreach tab.
OF
Managing Your Media Content and/or iMonitor Account Contact Information
PR
OP
E
RT
Y
1. Login to BurrellesLuce WorkFlow using your assigned user name and password.
2. From the Welcome Screen, select Settings in the upper right corner of your screen (to the
right of logout).
3. Use the Contact Information tab in the left sidebar to confirm the default name and email
address to be used by the application when sending emails and automated reports from
Media Content and iMonitor.
4. Use the Manage Logos link to upload one or more logos for use in emails and reports created in Media Content and various other parts of the application.
5. Use New Clip to manage your daily New Clip alert email.
Figure 1: Account Information
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Section 2 Setting up a Project with Auto‐Tagging Setting up Projects with Auto‐Tagging will allow you to more effectively manage and sort the content coming into your BurrellesLuce agreements libraries from edited print, online, and broadcast. Auto‐tagging also allows for seamless integration with BurrellesLuce iMonitor should you be subscribed this module and wish to have unedited online, social media, and International web content, from a saved search, with the same tag flow into the auto‐tagged project or save iMonitor clips from an ad hoc search.
Figure 1: Media Content Library of Articles PR
Auto‐tagging a Project 1. Ensure you are in the Media Content module by clicking on the tab marked Media Content. 2. Select Create Project in the left hand sidebar. 3. Name the Project and select whether it will be a Parent or Child (i.e., a main project or a sub project). 4. Set the Auto‐Tag terms that will search new content coming into the portal and will save relevant clips to the designated Project. UC
E
SL
LE
EL
RR
BU
Figure 2: Create a Project OF
PR
OP
E
RT
Y
5. Use the text boxes provided to tag for: a. All of these words. Enter individual words in the text box. Media Content will return clips only if they include all of the words that you enter and push them to the designated project, highlighting the search terms it finds. b. This exact phrase. Enter a phrase here – no need to use quotes. Media Content will search for clips that contain that exact phrase and will push them to the designated project, highlighting the search terms it finds. c. At least one of these words. Enter one or more words here. Media Content will return all clips that contain at least one of the words – but not necessarily all of the words – and will push them to the designated project, highlighting the search term in the text. d. Exclude these words. This option allows you to exclude off‐target clips, even if the clips contain your required keywords. If you wanted all mentions of Ben & Jerry’s except those with mentions of chocolate, you would enter “chocolate” in this box to exclude clips about Ben & Jerry’s that contain a reference to “chocolate.” e. Media Type. Select the types of media you wish to auto‐tag into the project. (Currently, if you subscribe to iMonitor and have tagged a saved search with the same tags – it will pull that content into a project as Online or Social Media, but will not distinguish between the edited online clips coming into your agreements. We are working to have a iMonitor check box in place to limit those results should you not wish to pull that information into an auto‐tagged project.) f. Make Auto‐tags active. Auto‐tags are active by default. If you do not wish to have auto‐tagged clips go into a project, simply uncheck the box. 6. To Save, click OK. PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Power Tip: Don’t use apostrophes, commas, or other punctuation in your search or auto‐
tagging terms. To search for “Church’s Chicken” use a combination of three search terms to ensure best results: “church chicken” “church s chicken” “churchs chicken.” Note that you should not separate the search or auto‐tag terms with a comma or other punctuation. When you use multiple search or auto‐tag terms in this manner, it will assume the “OR” operator and return results for any of the search options. Figure 3: Auto‐tagged articles sent to a project Power Tip: If your search or auto‐tag terms include a hyphenated word, do not include the hyphen in your search terms. Enter the words separately, without the hyphen. Section 3 Editing a Project with Auto‐Tagging PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Editing an Auto‐Tagged Project 1. Select the Edit Project in the left sidebar. 2. For the Project drop down, select the Project to edit 3. Edit your search terms, referring to Section 2: Setting Up A Project with Auto‐Tagging if needed. 4. Click Save to save your changes or click Cancel to cancel your request. Figure 4: Editing a Project Section 4 iMonitor Searches: The Basics Use iMonitor for: 1. Ad hoc News Search (one time search) of current online, social media, broadcast, or international clips of interest. 2. Create and manage Saved and On‐going News Searches. Note: It is advised that you create a Saved Search. (You can always delete it if you turn out not to need it.) You cannot save an Ad hoc Search should you discover that you wish to save it later on – you would have to redo the search as a Saved Search. PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Creating an Ad hoc (one time) Search 1. From the iMonitor Tab select, Search in the left sidebar. 2. Use the text boxes provided to search for: a. All of these words. Enter individual words in the text box. iMonitor will return clips only if they include all of the words that you enter and will highlight each of the search terms it finds. b. This exact phrase. Enter a phrase here – no need to use quotes. iMonitor will search for clips that contain that exact phrase and will highlight the phrase in the text of the clips. c. At least one of these words. Enter one or more words here. iMonitor will return all clips that contain at least one of the words – but not necessarily all of the words – and will highlight the search term in the text. d. One word within X words of another word. This option lets you find compound search terms that contain the types of words that search engines ignore, such as “and,” “or,” “the.” To find Ben and Jerry’s, search for Ben within 1 word of Jerry. iMonitor Power Tip: Don’t use apostrophes, commas, or other punctuation in your search terms. For example, search for Ben within 1 word of Jerry (not Jerry’s). To search for “Church’s Chicken” use a combination of three search terms to ensure best results: “church chicken” “church s chicken” “churchs chicken”. Note that you should not separate the search terms with a comma or other punctuation. When you use multiple search terms in this manner, iMonitor will assume the “OR” operator and return results for any of the search options. e. Exclude these words. This option allows you to exclude off‐target clips, even if the clips contain your required keywords. If you wanted all mentions of Ben & Jerry’s except those with mentions of chocolate, you would enter “chocolate” in this box to exclude clips about Ben & Jerry’s that contain a reference to “chocolate.” f. Boolean Searches: Once you master basic Boolean Search Techniques, this option is the most accurate way to search for the clips you want and exclude the ones you don’t want. Use this option instead of the search text boxes above for a more targeted search. UC
E
SL
LE
PR
OP
E
RT
Y
OF
BU
RR
EL
Figure 5: iMonitor Search iMonitor Power Tip: If your search term(s) include a hyphenated word, do not include the hyphen in your search term(s). Enter the words separately, without the hyphen. To highlight the search term in your results, include the hyphenated version of the search term in the “Highlight” text box. (See next item.) 3. Choose which keywords to highlight in your search results: a. Select the Use words and phrases from my search terms radio button to have iMonitor highlight every search term entered in the text boxes or in the Boolean Search box. b. Select the Use only these words and phrases radio button to specify which of your search terms should be highlighted in your search results. Enter one search term or phrase per line in the text box provided. iMonitor Power Tip: You may ask iMonitor to highlight other terms even if they are not included in your original iMonitor search. Example you want to run a iMonitor search for Ben and Jerry, but you wanted to highlight mentions of “strawberry” (not part of your original iMonitor search criteria) in addition to or instead of “Ben” and/or “Jerry.” 4. Define other Search Filters: a. To include only those clips that appear in specific media outlets in your results: i. Click on ADD to the right of include these media outlets ii. In the text box on the pop‐up window, type in the name of a media outlet to include iii. Click on Search iv. Put a check mark in the box to the left of the outlet(s) of your choice. v. Click on Save PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
vi. Repeat steps i‐v, if necessary vii. To remove an outlet from your search filter, click on Remove b. To exclude clips from specific media outlets from your search results: i. Click on ADD to the right of exclude these media outlets ii. In the text box on the pop‐up window, type in the name of the media outlet to exclude iii. Click on Search iv. Put a check mark in the box to the left of the outlet(s) of your choice. v. Click on Save vi. Repeat steps i‐v, if necessary vii. To remove an outlet from your search filter, click on Remove c. States: To restrict your search results to segments airing in States (mostly applicable to Broadcast outlets, but may pull in other online sources by state if available in the metadata): i. Click on “Add” ii. Put a check mark in the box to the left of the state(s) of your choice. iii. Click on “Save” iv. To remove a state from your search filter, click on “Remove” 5. Define your search date range: a. Select the Specific Period radio button to select a pre‐defined search period from the drop down list. Select the Custom radio button to set a custom search period. Use the calendar controls to set a search start and end date. 6. Choose which media types for your iMonitor search to cover: a. Include media types in your search results by checking the appropriate box(es). b. Exclude media types from your search results by un‐checking the appropriate box(es). iMonitor Power Tip: iMonitor will search for clips and broadcast segments going back up to 45 days. Saved searches will automatically pull in new content as it becomes available. 7. Define how your search should handle duplicate articles: a. Select the Show all Results radio button to have iMonitor display every clip returned to your search, including duplicate postings from wire services and multi‐edition publications. b. Select the Group Reprints and Postings to have iMonitor display a single instance of each clip, with the option to view clip duplicates from wire services and multi‐edition publications. 8. Run Your Search: a. When your search terms are complete, click on the Search button at the bottom right of the page. Figure 6: iMonitor Search Filters UC
E
Section 5 Imonitor: Creating and Managing Saved Searches; Creating an Email Alert for a Saved Search PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
Creating a Saved Search: 1. From the iMonitor tab, click on Saved Search in the left sidebar. 2. Select Create a New Search. 3. Name your search. 4. Follow the steps for Creating an Ad hoc Search, section 2. 5. Click Save. If you have a project that is auto‐tagged with the same search terms, your iMonitor content with automatically pull into your auto‐tagged project in the Media Content section of WorkFlow. Note: Currently, all online content (both unedited from iMonitor and edited online from your BurrellesLuce agreements) appear with the same label or icon, “Online.” We are working to distinguish the two in the future. Viewing a Saved Search: 1. From the iMonitor tab, if you have saved searches available it will immediately show you the latest news for the most recent active Saved Search that you’ve run. 2. To View another Active Saved Search, simply go to the drop down menu under View and select the active saved search you wish to see. Note: When you login to iMonitor again, it will automatically show you the most recent active saved search and the most current clips. UC
E
SL
LE
EL
PR
OP
E
RT
Y
OF
BU
RR
Figure 7: Saved Searches Running a Saved Search: 1. From the iMonitor tab, click on Saved Searches 2. Click on the Run Icon (Gears), next to the search you want to view. 3. View your search results. Editing a Saved Search: 1. Click on Saved Searches 2. Click on the Edit Icon (Pencil) next to the Saved Search you wish to edit. 3. To save an edited version of an existing search: a. Do not update the search name. b. Edit your search criteria. c. Click Save to save your edits. d. Click Cancel to cancel your edits. e. To save an edited version of an existing search, as a new search change the name of your search and then follow steps b – d. Deleting a Saved Search: 1. Click on Saved Searches 2. Click on the Delete Icon (Trash Can) 3. On the pop‐up notice, click on OK to delete your saved search 4. On the pop‐up notice, click on Cancel to keep your saved search. PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Figure 8: Managing Saved Searches Creating an Email Alert for a Saved Search: 1. Click on Saved Searches 2. Click on the Alert Icon (Envelope) next to the saved search you wish to email. 3. Select Your Email Alert Frequency Option a. “…daily between specific times” will send you daily, multiple alerts as new clips enter the content database during the course of the day. This could result in many separate emails. b. “…on specific days and times” will send you one summary report (only on the days you request) of all the new clips that have entered the content database since you last received an alert. 4. Additional Recipients: You may copy multiple email addresses on your alert. Enter one email address per line. 5. Logo: You may brand your email alerts with a logo. Select the appropriate logo from the drop down menu. iMonitor Power Tip: You must upload your logos in advance to use them in email alerts, Quick Reports, and other Reports. Click on the Settings link in the upper right‐hand corner of the screen (next to logout). Select Manage Logos in the left sidebar. 6. Click Save to activate your email alert. You will receive an email confirmation. 7. Click Cancel to cancel your email alert. UC
E
SL
LE
EL
OF
Section 6 Automated Measurement Reports RR
BU
Figure 9: Setting up alerts for saved searches OP
E
RT
Y
You may create Media Analysis Reports based on specific or multiple Projects in your Media Content account, including those that have content pushed from iMonitor (if subscribed). You may brand your Reports with a Logo. Media Analysis Reports may be exported as an Adobe PDF file or directly emailed from your account to your desired recipients as an Excel file or with appending PDF. PR
The Executive Summary Report succinctly presents a synopsis of the clips in one or more Projects and for a specified time‐frame. (Note that Reports currently define the date range based on Posting Date.) This Report provides a tally of the number of clips for each media type, the full‐text of the selected clips and hyperlinks to the PDF version of the clips. The Detailed Report can include additional metadata for the clips in your Project. You may also select one or more of the following charts to illustrate your Report: • Clips over Time: This Chart allows you to track media coverage over time. By changing the date range on the Chart, you can compare the number of Clips within a specific Project from day to day, week to week or month to month. Click on a bar to generate a window that displays the individual Clips within each time period. •
•
•
EL
PR
•
OP
E
RT
Y
OF
•
BU
RR
•
LE
SL
•
Clips by Media Type: This Chart provides a breakdown of media coverage by media type: print, online, blogs and broadcast. Click on a Chart section to generate a window that displays the individual Clips within each media type. Clip Map: This Chart allows you to view your media coverage by state. Each state on the map identifies the number of Clips originating from media outlets located within that state. Click on a state to generate a window that displays the individual Clips within each state. Audience: This Chart provides a breakdown of print media coverage by media outlet circulation. The Chart is organized by circulation bands, which allows you to see which circulation sector is providing you coverage. Click on a Chart section to generate a window that displays the individual Clips within each circulation band. Impressions: This Chart measures the total media impressions generated over time, and allows you to choose a multiplier* to adjust the total value of impressions assuming "pass‐along" rates. Impression statistics are included with each Clip, where available. You may add or edit the impression (circulation) value for each Clip within a Project folder.* This section will be removed since we will not be including any multipliers on the site. Media Value (indicated as publicity value in the development portal): This Chart provides another metric that measures media value, and you may choose a multiplier* that reflects the incremental value of PR. You may add or edit the media value for each Clip within a Project folder. * This section will be removed since we will not be including any multipliers on the site. Share of Voice: This Chart, which allows you to compare coverage across two or more Projects, has a number of different uses. You might use this Chart to compare your coverage versus your competition, or to compare the success of different campaigns, messages or spokespersons. Any number of Projects may be compared one against the others. Click on any bar to generate a window that displays the individual clips within each time period. Prominence: This Chart provides a breakdown of your coverage according to the prominence of your message keywords in each clip using a proprietary algorithm, the extent to which your keywords and key messages are featured in individual clips. If you do not agree with WorkFlow’s analysis, you will always retain the ability to review or edit the evaluation of individual clips. Then, your coverage is presented according to the number of clips that were very prominent, prominent or mere mentions. Click on any section of the chart to generate a window that displays the individual clips assigned to that prominence rating. Impact: This Chart takes both the Prominence of a clip and the audience of the media outlet source into account to provide a measure of the impact the clip had on the public. Both a "Very Prominent" and a "Prominent" clip appearing in a broad‐reach media outlet would receive a higher Impact score than a "Very Prominent" clip appearing in a smaller media outlet. Click on a chart segment to see the clips assigned to that Prominence rating. Tonality: This Chart provides a qualitative breakdown of your media coverage, charting the tone of each clip based on the positive, negative, or neutral language in the clip. You may set the tone of individual clips within a Project folder. Or, you can create a list of positive and negative keywords for each project, when setting up your report, and let WorkFlow analyze each clip and assign tone automatically. Need help defining negative and positive terms? Use WorkFlow’s Dictionary of Common Tonality Terms to get you started, or include all of these terms with a single click. Click on a Chart section to generate a window that displays the individual clips within each tone category. UC
E
•
•
Section 7: Creating Automated Reports PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Creating an Executive Summary Report 1. Click on the Reporting tab. 2. Select Create a Report in the left sidebar. 3. Report Name: Provide a name for your report. 4. Report Type: Choose Executive Summary. a. Logo: Select a logo to appear on your Report. b. Title: Provide a title to appear on the Cover Page of your Report. c. Description: Provide a brief description of your Report. 5. Clips Included: a. Projects: Select the Project(s) you wish to use in the Report. i. Click on the name of the Project so that it is highlighted in blue. Multi‐select by holding your Control or Apple key. ii. Click on Add” to move your selected Project(s) to the right hand box. b. Date‐Range: Set a date range to specify which clips to select from your Project(s) to use in the Report. (Note: The system will automatically select a date range based on the clips it detects in your selected project. Clips are reported on by Posting Date.) i. Type in the date for From and for To OR ii. Use the Calendar feature to select a Start and End date. c. Date Filter: Select a date and time of day to select only those clips added to a Project since your specified date and time of day. Power Tip: The date filter allows you to create multiple reports in one day without duplication of clips or to produce daily reports that cover a specific time period in each day without duplication of clips. BU
RR
EL
LE
SL
UC
E
PR
OP
E
RT
Y
OF
Figure 10: Creating an Executive Summary 6. Highlight: Type in words that you wish to be highlighted in yellow in the body of your selected clips, one keyword or phrase per line. (Note: You may wish to highlight different words for emphasis in your report than you highlighted when you set up your search.) 7. Click on Save to create and save your report or click on “Cancel” to cancel your request. Creating a Detailed Report 1. Click on the Reporting tab. 2. Select Create a Report from the left sidebar. 3. Report Name: Provide a name for your report 4. Report Type: Choose Detailed Report (Note: This is the default type selected.) 5. Report Details: (optional) a. Logo: Select a logo to appear on your Report. b. Title: Provide a title to appear on your Report. c. Description: Provide a brief description of your Report. d. Cover Sheet: Place a check in the box to include a cover sheet for your report. 6. Clips Included: a. Projects: Select the Project you wish to use in the Report. i. Click on the name of the Project so that it is highlighted in blue. Click on Add to move your selected Project to the right hand box. OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Power Tip: You may select only a single project for a Detailed Report, but you may compare that Project to another if you elect the Share of Voice chart option. b. Date‐Range: Set a date range to specify which clips to select from your Project(s) to use in the Report. (Note: The system will automatically select a date range based on the clips it detects in your selected project. Clips are reported on by Posting Date.) ii. Type in the date for “From” and for “To” OR iii. Use the Calendar feature to select a Start and End date. c. Date Filter: Select a date and time of day to select only those clips added to a Project since your specified date and time of day. 7. Clips Display: a. List Clips By: Select which data field to use to sort your clips. b. Optional Fields: Select which additional metadata should appear for each clip. c. Full Text: Place a check in the box to include the full text of the clips included in your Report instead of the redacted text. PR
Figure 11: Creating a Detailed Report PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
8. Charts: Place a check mark in the box to the left of the title of the Chart(s) you wish to use in the Report. For an explanation of each type, click on the question mark next to the name or refer to your glossary of charts 9. Tone: Type in Positive and Negative keywords or phrases to apply automated tonality to each clip. a. Apply Keywords: Check this box to overwrite any existing tone values that you have assigned to a clip saved to a Project. If you do not check this box, the tonality that you have already assigned in the Edit clip step will not be affected, but all clips with “No Tone” will be assigned an appropriate tone based on the list of negative and positive terms you provide. b. Dictionary of Common Tonality Terms: Check this box to include all of these positive and negative keywords in your tonality analysis, or use this list for ideas to enter a custom list of negative and positive keywords. 10. Prominence: Type in the keywords that will help WorkFlow measure the prominence of your clips. These keywords will be highlighted in your Report when the full text is appended. a. Ignore User‐Defined Prominence: Check this box to overwrite any existing prominence values that you have assigned to a clip saved to a Project. b. If you do not check this box, then clips to which you have previously assigned Prominence will not be affected, but clips to which prominence has not yet been assigned will be evaluated against the keywords you provide and assigned prominence if appropriate. 11. Click on Save to save your Report or click Cancel to cancel your request. 12. To view the chart dashboard for the report you just created: a. View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list b. Select the report you just saved by clicking on the report name in the Report drop down. Figure 12: Reporting Dashboard Section 3 Working with Reports Once you’ve created a Report, you have the ability to edit, preview, email, export, or delete it. PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
Editing a Saved Report 1) Click on the Reporting tab. 2) View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list. 3) Select a saved report by clicking on the report name in the Report drop down list. 4) Select Edit Report in the left sidebar. 5) Make your required edits 6) Click on Save to save your Edits or click on Cancel to cancel your request. 7) To view the chart dashboard for the report you just created: i. View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list ii. Select the report you just saved by clicking on the report name in the Report drop down. Power Tip: Base a new report on a previously saved report by editing the saved report and saving it under a different name. Previewing a Report 1) Click on Reporting tab. 2) View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list. 3) Select a saved report by clicking on the report name in the Report drop down list. 4) Select Preview Report from the left side bar. 5) Preview your Report. (Note: You cannot make changes to your report from the Preview screen. See, Editing a Report) UC
E
PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
Figure 13: Preview of Executive Summary Figure 14: Preview of Detailed Report Emailing a Report 1) Click on the Reporting tab. 2) View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list. 3) Select a saved report by clicking on the report name in the Report drop down list. PR
OP
E
RT
Y
OF
BU
RR
EL
LE
SL
UC
E
4) Select Email Report from the left side bar menu. (Note: if you have not already previewed your Report, it is advised that you do so. Click “cancel” and follow the steps for “previewing a report”) 5) Name: Type in your name, in the “From” box as you would like it to appear to recipients (optional) 6) Email Address: Verify your email address (required) 7) Subject: Type in a subject line for your email (optional) 8) Recipient: Type in the email address(es) of your desired recipients, one email address per line 9) Text‐Only: Check this box if you wish to send your email as text‐only so it will be Blackberry‐
compatible. (Note: if an individual wishes to receive both a Blackberry‐compatible and an html version you will need to send two separate times, one check for text‐only and one without). Exporting a Report 1) Click on the Reporting tab. 2) View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list. 3) Select a saved report by clicking on the report name in the Report drop down list. 4) Select Export Report from the left side bar menu. 5) Select either Adobe PDF Format or Microsoft Excel Format in the pop‐up window. 6) Select either Open or Save in the pop‐up window. 7) Click on OK or click on Cancel to cancel your request. Figure 15: Exporting a Report Deleting a Report 1) Click on the Reporting tab. 2) View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list. 3) Select a saved report by clicking on the report name in the Report drop down list. 4) Select Delete Report from the left side bar. 5) Click on OK in the pop‐up window to delete your Report or click on Cancel to cancel your request. SL
UC
E
LE
Figure 16: Deleting a Report PR
OP
E
RT
Y
OF
BU
RR
EL
Creating an Email Alert for a Report Once you have created a report you can then setup email alerts to notify and/or email you an updated version of the report as new content becomes available. 1. Click on the Reporting tab. 2. View your list of saved reports by clicking on the down arrow in the Report box to open a drop down list. 3. Select a saved report by clicking on the report name in the Report drop down list. 4. In the left sidebar select, Email Alerts. a. The default setting is “Do not send me alerts for this report.” b. If you would like to setup an alert, select either: i. Send me email alerts for this Report daily between specific times. ii. Send me email alerts for this Report on specific days and times. 5. Define your alert preferences. 6. Enter the email address for additional recipients, one per line. (Optional) 7. Click Save to save or Cancel to cancel.