Where to Find It
Navigate to:
Settings > My Custom Preferences > Custom Email Templates
Note: This feature is available only on the web platform.
Figure 1: Accessing Custom Email Templates from the Settings menu.
Setting Up Custom Email Templates
Go to the Custom Email Templates section under My Custom Preferences.
Create a new template by entering a title, type, and the message body.
Save your template to make it available for use.
If designated as global, the template will be available to all users in your system.
Figure 2: Adding and editing templates in the Email Templates section.
Using Email Templates
When sending out a report:
Scroll to the Email Message section.
Select a template from the drop-down menu.
The preloaded message will appear automatically.
You may also add a new template on the fly by selecting + Add New Template.
Figure 3: Selecting a personalized template when sending a report.
Benefits
Consistency: Standardize messaging across your team.
Efficiency: Quickly load pre-written templates to save time.
Flexibility: Add or edit templates at any time, including while sending an email.
Collaboration: Share templates globally for team-wide use.
✅ With Custom Email Templates, your team can streamline communication, reduce errors, and ensure consistent, professional messaging across all reports.