Panorama Necto, The Most Secure, Centralized & State of the Art Business Intelligence System

1. Necto 16 Training
Notifications

2. Overview
• Notifications are a way for the end user to easily schedule an e-mail
notification for themselves
• You can get daily/weekly or other updates
• Data on refresh or exception
• Excel/PDF and live Necto link formats

3. Notifications Location
• Notification can be found under the Workboard
ribbon category
• Each notification you setup is specific to a
Workboard

4. New Notification
• Press the Notification icon to open the Notification wizard
• Familiar interface with Public/Private and Shared notifications
• You may also close the window if you do not wish to add or change
anything.
Select a Notification
Select recipients that
Notification will be sent to
Activate Deactivate the
Notification
Schedule a Notification
Select the format of the
Notification
Create triggers to
Notification
Type the message of the
Notification (body of the email)

5. Schedule a Notification
You can notifications to be sent in Hourly, Daily, Weekly, Monthly or any
sub increments:

6. Notification Data Content
The data content can be shown in three major ways:
1) Link to a interactive workboard
2) PDF attachment
3) Excel attachment
4) Workboard image

7. Notifications Conditions
Conditions you can choose are one of three, to activate the exception
condition, at least one of the views must contain a pre built exception:

8. Notifications Admin Setup
• For deliveries to work, the Admin must add the SMTP Server (IP address)
• Enabling the notification services also enables Discussion mails and mails to
your administration on encountering an error
• Enable the notification services
• All other settings are optional