Setting up search notifications

Learn how to create automated notifications for saved searches and reports. This course walks you through setting up a notification, customizing the message with dynamic variables, and attaching files like PDFs or Excel spreadsheets. You'll also learn important considerations around data security and sharing.​ 3 - 4 mins ​

Learning objectives:

ü Create a notification from a saved search or report

ü Customize the subject and message body using dynamic field variables

ü Attach files and understand the implications of sharing static content externally