This article details how to set up notifications for reports and dashboards in your account.
To create other types of notifications, see these resources:
- Create Knowledge Graph Notifications
- Create Listings Notifications
- Create Platform Usage Notifications
- Create Reviews Notifications
Create a new Analytics notification
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Access your Notifications settings. You can do this in one of two ways:
- Click on the bell icon at the bottom right corner of the navigation bar. Then, click Manage Notifications in the upper right of the Notifications popup.
- Click on the Account Details icon in the bottom left corner of the navigation bar and select Account Settings. Then, click Notifications.
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From your Notifications settings, click the Add Custom Notification button.
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Select the Analytics product area.
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Choose your notification type:
- Dashboard: Choose a dashboard in your account
- Report: Choose an individual report in your account
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Select who you would like the notification to be sent to:
- Owner: The owner of the dashboard or report
- All Users: All users on the Yext account
- Specific User Roles: Every user with the selected user role(s)
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Specific Users and/or Email Addresses: Choose users from your Yext account and/or enter email addresses if you would like the notification to be sent to users who do not belong to your Yext account.
- If you select All Users or Specific User Roles, you can exclude certain users by selecting the checkbox next to Exclude Users or User Roles. Then, select the user from the list that appears.
- All Analytics notifications are delivered via email. Click Configure Email Settings to customize the notification email.
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Select your desired frequency:
- Daily
- Weekly (choose the day of the week)
- Monthly (choose the day of the month)
- Monthly When Ready (this option will send the notification after data has been collected and validated for an entire calendar month. Since Yext collects and validates data quality from a variety of sources, there is typically a one to two week delay.)
- Quarterly
- The default notification content will be displayed. You can keep this, or click Customize Email Content.
- Enter your desired content into the Subject and/or Body.
- Choose whether the report or dashboard data should be attached as a spreadsheet or PDF.
- Click Save.
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Select your desired frequency:
- Under Set notification name, enter an internal name for the notification.
- Click Save.