Has anyone found a way to send themselves email alerts when plan steps in your portfolio are coming due, either through Analytics Pulse notifications or in Reports? I appreciate the help!
Hi Lyndsi,
You can schedule a Step Detail report to come to you as an email. Go to Reports and Utilities, find Step Detail and select Create Schedule (radio button on the right). From here you can choose what information you would like to specifically see from which types of plan, step worker, step type, and timeframe. If you want to see 7 days in the future you would put Due Date Start = RunDate and Due Date End = DayRunDate + 7. You can also point it to a specific list if that is helpful. Try using the Step Detail report as normal to see what comes up first and play around from there.
With best wishes
Caroline
Thanks, Caroline! That should work fine. I appreciate your reply.