Create an Email Push Schedule

Schedule when analyses are emailed to users.

Who can use this feature?

Users with this permission capability:

  • Schedule Analysis

  • Share Analysis

Not sure if you have this feature or capability? Reach out to your administrator.

  1. To create an email push schedule, do one of the following:
    OptionDo this
    For an analysis that you own

    1. On the navigation bar, click Analyses .

    2. Hover over the analysis you want to send and then click the Add Schedule button in the Quick Actions menu.
    3. Select the analysis you want to send and then click the Schedule email delivery button in the upper-right corner.
    For a guidebook topic
    1. On the navigation bar, click Guidebooks .
    2. In the Guidebooks room, select the topic you want to send and then click the Schedule email delivery button in the upper-right corner.
  2. In the Schedule details section of the Send analysis by email dialog, type a name for the schedule. Recipients will see the name of the schedule when unsubscribing.
  3. Select a delivery option:
    • Select Deliver now to immediately send the analysis to users.
    • Select Recurrent and set the frequency (weekly or monthly) that the analysis will be sent to users.
    • Select Custom and select the specific dates that the analysis will be sent to users.

  4. If you are scheduling the analysis to be sent later (recurrent or custom), set the date and time.

    Note:  

    • When setting a recurrent delivery:
      • The start date defines the earliest date that the delivery schedule is active.
      • If you are using a monthly schedule, ensure you select a date that occurs each month. Analyses will not be sent if the scheduled date does not occur in the month (for example, the 31st of each month).
    • The start time determines when emails are processed for delivery. The actual delivery time depends on processing time and server load. Set the start time to align with data loads and regular business hours.
      • Email push schedules are not automatically adjusted for daylight savings time.
      • Limited Availability This feature is in limited availability. If you are interested, please contact your Customer Success Manager.
  5. Set the parameter values. In the email that users receive, the parameter value you set is used. The recipient will not be able to change the parameter value if they open the analysis.

    Note: If parameters aren’t configured for the analysis, this option isn’t available. For more information about parameters in analyses, see Create a Dynamic Template.

  6. Optional: Set a conditional delivery rule. Analysis emails will only be sent if the rule is met.

    Note:  

    • The delivery rule will be evaluated for each recipient and is based on the data the recipient sees.
      • For example, you've set a delivery rule to send an analysis email if the Turnover Rate is Greater than 20%. The recipients are Miriam and Susie. When the email is scheduled to be sent, let's say the Turnover Rate that Miriam sees is 10% and the Turnover Rate that Susie sees is 40%. The analysis email will be sent to Susie because their Turnover Rate is greater than 20%.
    • The rules will be evaluated based on the data refresh settings and time context (time period and granularity) of the analysis. For example, let's say you have an analysis that is scheduled to be sent out on a recurrent basis and it's set to update to the latest complete time period at a monthly granularity. Before the email is sent, the rules will be evaluated using data from the latest complete month.
      • However, if the analysis is set to show data for a fixed point in time (time period as captured or a specific time period), the rules will be evaluated using the latest data for the selected granularity. For example, let's say you have an analysis that is set to show data from a specific time period at a monthly granularity (October 2020), and the latest data you've loaded is December 20, 2021. Before the email is sent, the rules will be evaluated using data from the latest month (December 2021).
    1. In the Rule type list, select one of the following rule types
      RuleDescriptionExample
      Metric valueSend an analysis email based on a target value.If the Turnover Rate is Greater than 20%, send the analysis email.
      Change in metric valueSend an analysis email based on the percentage change in a metric over time.If the percentage change in the Turnover Rate is Greater than 5% from the previous period, send the analysis email.
      Difference from groupSend an analysis email based on the percentage change in a metric for a specific population.If the percentage change between the Turnover Rate and the Turnover Rate for Women is Greater than 10%, send the analysis email.
      Difference from metric overall

      Send an analysis email based on the percentage change between two metrics.

       

      The reference metric value is evaluated against the overall value of the comparison metric.

      		If the percentage change between the Minority Ratio in US and the Minority Ratio - My EEOC Benchmark is Greater than 10%, send the analysis email.

      Note: For more information about the percentage change calculation, see How the difference between two metric values is calculated.

    2. Depending on the rule type you selected, do the following:
      RuleDo this
      Metric value

      Select the metric that will be evaluated by clicking the Reference metric box.

      Change in metric value

      1. Select the metric that will be evaluated by clicking the Reference metric box.

      2. Click the Time list to set the time period for comparison.
      Difference from group

      1. Select the metric that will be evaluated by clicking the Reference metric box.

      2. Under Group filters, click Add filter and select the attribute values that define the population for comparison.
      3. Repeat step ii. to add additional filters.
      Difference from metric overall

      Select the reference and comparison metrics. The reference metric will be evaluated against the comparison metric.

    3. In the Rule details list, select the condition and then type the target value. For example, Less than 50, Between 40% and 50%, or Greater than 20%.
  7. Under Email details, set up and compose the email:
    1. Type a subject line.
    2. Type a message that will accompany the analysis.
    3. In the Reply-to email box, type an email address at which you want to receive replies.

    Tip:  

    Use the following tags to insert dynamic text in the subject line or body of the email. Ensure the tags are written in all uppercase letters.

    • [ANALYSIS] inserts the name of the analysis.
    • [RECIPIENT] inserts the recipient's user name.
    • [SCHEDULE] inserts the name of the schedule.

  8. Under Recipients, select the user or user groups you want to send the analysis to. By default, the maximum number of recipients is 1000. Analyses will not be sent if this limit is exceeded. To help you stay within the recipient limit, an estimate of the total recipients will appear as you add recipients.

    Note:  

    • If you are interested in increasing the default recipient limit, please contact your Customer Success Manager.

      Limited Availability This feature is in limited availability. If you are interested, please contact your Customer Success Manager.

    • You can send analyses to external users who don't have a Visier account by typing their email and clicking Add External User. To enable this feature, contact Visier Technical Support.

    • The content that is included in the email will depend on whether or not the recipient has a Visier account:

      • If the recipient is a Visier user, they will see content that is based on their security settings, applied default context, dynamic filters, and user preferences such as display currency. They will only see the data that they are allowed to see.
      • If the recipient is an external user who doesn’t have access to Visier, they will see content that is based on the sender's security settings, applied default context, dynamic filters, and user preferences such as display currency. If you're the sender, external users will see the same data you'll see.
  9. When finished, click Send.

For more information about managing your email push schedule, see Manage Email Push Schedules in the Analyses Room.

How the difference between two metric values is calculated

When comparing metric values using percentages, the relative difference is calculated by subtracting the primary (reference) metric from the secondary (comparison) metric, and then dividing the difference by the secondary metric.

For example, you want to compare the overall Turnover Rate to the Turnover Rate for women, where:

  • The overall Turnover Rate is 10.0% (primary metric)
  • The Turnover Rate for Women is 30.0% (secondary metric)

The relative difference or percentage change is calculated as follows:

This formula is also used when evaluating the conditional rules for analysis email delivery and traffic lighting.