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:
- From the top-left corner of the application, click the Menu icon to access the Navigation menu.
- Expand your Strategic Plan and select Settings > Notifications.
- Scroll to the bottom of the Notifications window.
- Click to activate the Digest Summary Report, click the days of the week you wish to receive the report, and click Save.