Sending Customised Reports with Preview Images, Links, and PDF Attachments via Email in Omniscope

Introduction:
Omniscope enables you to send personalised emails to multiple recipients, each with their own customised report. Emails can include a preview image of the report, a link to view it online, and an optional PDF attachment. This guide explains how to set up a workflow to automate this process efficiently. 

How It Works

1. Design Your Email Template in an Omniscope Report
   Start by designing an email template using Markdown, incorporating placeholders for dynamic elements like user names or personalised messages. Convert the template to HTML to preview how the final email will look.

   • Key Blocks:
     • Email Markdown Template: Draft the email content with dynamic placeholders.
     • Markdown to HTML: Convert the template into professional HTML format.
     • Report block: to edit / preview the Email template

2. Set Up User-Specific Filters
   Configure the list of recipients, including their email addresses and filters or scenarios that tailor the report data for each person. This ensures every recipient receives only the information relevant to them.

   • Key Blocks:
     • User Configurations: Define recipient details and custom filters.
     • Base Report URL: Insert the base URL to the main Report that will be used to build the dynamic multi-tenant link with filters and customisations.

3. Generate Reports and Previews
   Personalise the data for each recipient, generate their customised reports, and create visual previews (images) or PDFs. These will be included in the emails.

   • Key Blocks:
     • Field Organiser: Prepare and personalise data for each user.
     • Grab Screenshot / Report to PDF: Create preview images and/or PDF versions of the reports.

4. Build Personalised Emails
   Use the processed data to assemble the final email for each recipient. Embed report previews as images, include links to the live reports, and attach PDFs as needed.
   
   

5. Send the Emails
   Deliver the emails using the Batch Output block. This block supports sending customised emails to multiple recipients, with embedded images, report links, and PDF attachments.

   • Key Blocks:
     • Batch Output: Automate the email-sending process with all necessary attachments.

Why Use This Workflow?

• Fully automates the creation and delivery of personalised reports.
• Combines visual report previews, live links, and downloadable PDFs in a single email.
• Ensures data is securely filtered for each recipient.
• Scales effortlessly for multiple recipients or complex scenarios.

Need Help?
If you need assistance setting up this workflow or tailoring it to your needs, please reach out to our support team. We’re here to make it as easy as possible for you.