User Defaults/ Messaging Defaults




Messaging Defaults:

You can set up standard email messages and signatures, and use these as the email text for scheduled reports.  Simply enter the text you wish to use.  You can also include a default attachment e.g. business card or any other file.


How to use Messaging Defaults:  Messaging defaults are used in the email output of your schedule. Defaults are applied on a schedule by schedule basis. Please note that Inserts are necessary for this feature.


In your email output section, go to User Defaults in the Inserts Menu.







Drag and drop the default item to the appropriate field.




You can then edit the default message if needed.


For each schedule, you can overwrite the default email text and enter your own.  For more information on how to do this, click here.