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Edit Your Individual Email Report Preferences

Editing Your Individual Email Report Preferences

To edit your email report preferences, open the Notifications Tab on the My Accounts Page in the Accounts Module. This tab is also accessible from the Main Menu.

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Select the “Send Me Regular Email Reports” checkbox, opening selections to be made for customization.

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There are six modules with reports that can be emailed at the frequency of your choosing. The types of reports available for each module are shown below.

Regular Reports Available via Email Notifications

Module

Reports Available

Actions

Executive Summary

Assets

Executive Summary, Detailed Report

Documents

Executive Summary

Finance

My Budgets, Executive Summary

People

Executive Summary, Detailed Report (All Users), Detailed Report (Supervised Users), Detailed Report (All Users Group By Supervisor)

Reports

Accounts: Current Accounts, All Payments, Budgets: All Budget Items, Budgets: Approval Status, Budgets: Pending Approvals, Budgets: Rejected Budget Items, Budgets: Summary, Open Invoices, People: Certification Status, People: Certification Status by Certification Role, People: Pending Approvals, People: Role Status, Time Summary (Previous Month), Time Summary (Current Month)

The reports available from the Reports Module will vary per user based on what the individual has access to

The modules listed can be dragged and dropped as desired for user preference or priority.

Email Report Icon Explanations


Icon

Explanation

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The edit icon opens a dropdown menu with the reports available for that module.

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The check icon saves the report selections that were made.

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The X icon cancels changes made to the reports selections.

Adding Email Reports From Your Preferences

Click the edit icon to open the dropdown menu of available reports for the selected module.

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Select the reports you would like to receive from the dropdown menu of options and click the check icon to save your preferences.

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If no reports are selected and the box is left blank, your preference will show as “Do Not Receive”.

Click the check icon to save your selection.

Deleting Email Reports From Your Preferences

Click the edit icon to the right of the list of reports you are currently receiving.

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This opens the menu for editing. Selecting the X icon immediately right of the report name to remove an individual repot.

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Click the check icon to save your selection.

Setting the Frequency of Email Report Notifications

KAStrack users can customize the frequency of their e-mail report notifications on a daily, weekly, or monthly basis.

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Daily email report notifications can be sent every day of the week, or on specific days. Select the appropriate checkboxes to indicate your preference. Selecting a weekly email report notification requires you to indicate which day of the week you prefer the report summary email to be sent. Selecting a monthly frequency requires the user to specify which numerical day of the month from a dropdown menu you wish to receive the report summary. The days that are not included in every month (29, 30, 31) have an asterisk next to them. If the current month does not have that particular date, the system will send the report on the final day of the month.

If you are not altering your email alert status, select the “Save” button to save your email report notification preferences. Clicking “Cancel” will not save changes, and revert back to the previously saved preferences on the Notifications Tab of the My Account Page.

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