Receive the Digest Summary Report

The Digest Summary Report is a report of the Progress Notes entered, and the creation of new Tactics/Action Items within a Strategic Plan. This report is received via e-mail.

Note: You must have Administrator rights in order to complete this procedure.

To configure the frequency with which you receive this report, complete these steps:

  1. From the top-left corner of the application, click the Menu icon to access the Navigation menu.
  2. Expand your Strategic Plan and select Settings > Notifications.


  3. Scroll to the bottom of the Notifications window.
  4. Click to activate the Digest Summary Report, click the days of the week you wish to receive the report, and click Save.


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