Editing and Viewing Digest Details

Once you've created email digest schedules, you'll need to view their details, update configurations as requirements change, and manage their lifecycle. This guide explains how to access digest details, edit settings, review delivery history, and control digest status and deletion.

Opening the Digest Detail Drawer

The detail drawer provides comprehensive information about a specific digest schedule and enables editing.

To open a digest detail drawer:

1. Navigate to Email Digest from the main navigation
2. Locate the digest in the schedules table
3. Open the drawer using either method:
   • Click on the digest title in the Title column, OR
   • Click the three-dot menu (⋮) on the right side of the row and select:
     • View Details to open the Details tab
     • View Generated Reports to open the Generated Reports tab
     • Edit to open in edit mode

The drawer opens on the right side of the screen, displaying the digest configuration with two tabs: Details and Generated Reports.

Viewing Digest Details

The Details tab shows all configuration settings for the selected digest, providing a complete overview of how the digest is configured.

Digest Information Display

When viewing details (before clicking Edit), you'll see:

Description

• The digest schedule name
• Displayed at the top of the drawer

Email Title

• The title recipients see in their inbox
• Example: "Your Revenue Digest"

Recipient Email(s)

• All configured email addresses
• Shows actual addresses (e.g., "[email protected]")
• Displays count indicator (e.g., "1000 emails" limit shown)

Organizations

• Selected organizations for this digest
• Shows organization names and selection count

Status

• Current state: Active or Inactive
• Active digests send on schedule; Inactive digests don't send

Start On

• The date when the digest schedule began or will begin
• Format: MM/DD/YYYY (e.g., "3/28/2026")

Time

• Send time configured for the digest
• Format: H:MM AM/PM (e.g., "8:15 PM")

Timezone

• Timezone for the send time
• Shows full timezone name and UTC offset
• Example: "Asia/Kolkata", "ET - Eastern Time (US & Canada) UTC-5/-4"

Schedule Information

• Human-readable summary of the send schedule
• Example: "Schedule: Every day at 8:15 PM IST"
• Next send date and time: "Next send: Tue • Apr 8, 2026 at 8:15 PM IST"

Detail Drawer Actions

While viewing details, two action buttons are available:

Preview Report

• Click to see exactly what the digest looks like before it sends
• Opens a preview showing dashboard widgets, formatting, and data
• Useful for validating changes after editing

Edit

• Click to switch to edit mode and modify digest configuration
• See "Editing Digest Configuration" below for details

Viewing Generated Reports History

The Generated Reports tab provides a history of all digests sent from this schedule, enabling you to track delivery and review past reports.

Accessing Generated Reports

1. Open the digest detail drawer
2. Click the Generated Reports tab at the top

What You'll See

The Generated Reports tab displays:

Sent Digests List

• Chronological list of all digests sent from this schedule
• Most recent sends appear first

Send Date and Time

• When each digest was sent
• Displayed in the configured timezone

Delivery Status

• Whether the digest was successfully sent
• Potential statuses: Delivered, Failed, Pending

Report Preview (if available)

• Link or button to view the actual content sent in each digest
• Useful for verifying what recipients received

Using Generated Reports

Verify Delivery

• Confirm digests are sending on schedule
• Identify any failed deliveries requiring attention

Review Historical Content

• See what data was included in past reports
• Compare performance metrics over time

Troubleshoot Issues

• If recipients report not receiving digests, check the Generated Reports tab to verify send status
• Failed deliveries indicate email delivery problems requiring investigation

Downloading Reports

You can download generated digest reports for offline review, archiving, or sharing.

To download a report:

1. Click the three-dot menu (⋮) next to the digest in the schedules table
2. Select Download Reports
3. The report downloads to your default downloads folder

What's Downloaded:

• Generated digest data in a downloadable format (likely PDF or CSV)
• Same content that was sent to email recipients
• Useful for record-keeping, auditing, or offline review

Editing Digest Configuration

Update digest settings to accommodate changing requirements, correct configuration errors, or adjust schedules based on feedback.

Entering Edit Mode

From the Details tab:

1. Click the Edit button
2. The drawer switches to edit mode
3. All configuration fields become editable

Modifying Digest Settings

In edit mode, you can change any configuration setting:

Title

• Click in the Description field
• Type a new digest name
• Remember to use descriptive, meaningful names

Email Title

• Update the title recipients see
• Consider including date ranges, frequency, or audience information

Recipient Email(s)

• Add new recipients by typing additional email addresses
• Remove recipients by deleting email addresses from the field
• Ensure addresses are comma-separated or on separate lines
• Watch the email count indicator (e.g., "5/1000 emails")

Organizations

• Click the Organizations dropdown
• Select different organizations or modify the selection
• Choose single, multiple, or all organizations as needed

Status

• Change between Active and Inactive
• Active → digest sends on schedule
• Inactive → digest stops sending but configuration is preserved

Start On

• Select a different start date using the date picker
• The system recalculates the next send date based on the new start date and frequency

Time

• Choose a different send time from the dropdown
• Select hours, minutes, and AM/PM

Timezone

• Change the timezone if your audience or requirements change
• Note: Changing timezone affects when the digest sends

Frequency

• Modify how often the digest sends: Daily, Weekly, or Monthly
• For Monthly, select the day of month during configuration

Saving or Discarding Changes

After making edits:

Save Changes

• Click the Save button (if shown, or may auto-save)
• The system validates your changes
• If successful, the drawer returns to view mode with updated configuration
• The schedule table updates to reflect changes

Cancel

• Click Cancel to discard all changes
• The drawer returns to view mode without saving
• Original configuration remains unchanged

What Updates When You Edit

Editing a digest immediately affects future sends:

Important: Changes don't affect digests already sent. Only future scheduled sends are impacted.

Managing Digest Lifecycle

Beyond viewing and editing, you can manage the digest's status and permanently delete digests when no longer needed.

Managing Digest Status

Control whether a digest sends on schedule by changing its status:

To Pause a Digest (Stop Sending):

1. Open the digest detail drawer
2. Click Edit
3. Change Status to Inactive
4. Save changes

The digest configuration is preserved but no emails send until you reactivate it.

To Reactivate a Digest:

1. Open the digest detail drawer
2. Click Edit
3. Change Status to Active
4. Verify the next send date is appropriate
5. Save changes

The digest resumes sending at the next scheduled time based on the original frequency and timing configuration.

When to Use Inactive Status:

• Organization is on holiday or during system maintenance
• You need time to review and update configuration
• Temporarily inappropriate content (e.g., during org restructuring)

Deleting a Digest Schedule

Permanently remove a digest when it's no longer needed:

From Three-Dot Menu:

1. Click the three-dot menu (⋮) next to the digest in the table
2. Select Delete
3. Confirm the deletion in the prompt

From Detail Drawer (if available):

1. Open the digest detail drawer
2. Click a Delete button (if available in UI)
3. Confirm the deletion

Warning: Deleting a digest is permanent. The configuration cannot be recovered. If you might need the digest again, consider setting it to Inactive instead of deleting.

What Happens When You Delete:

• The digest schedule is permanently removed
• No future emails send to recipients
• Historical data in Generated Reports may be retained for auditing
• Recipients don't receive notification of deletion
• Links in previously sent emails remain accessible to view past reports

Best Practices

Regular Review Schedule

Review digest configurations quarterly:

• Verify recipients are still current (remove departed staff)
• Confirm timing and frequency still match team needs
• Check organization selections reflect current structure
• Review Generated Reports to ensure consistent delivery

Change Management

When making significant changes:

1. Preview before saving - Always use Preview Report after editing
2. Communicate changes - Inform recipients about schedule or content changes
3. Test with small group - For major changes, create a test digest with limited recipients first
4. Document rationale - Keep notes on why changes were made for future reference

Status Management

Use status strategically:

• Active for production digests sending regularly
• Inactive for drafts, temporarily paused digests, or seasonal reports
• Don't leave unnecessary inactive digests cluttering the table—delete if truly no longer needed

Editing Timing

Be mindful of when you edit:

• Avoid editing shortly before scheduled send time (allow buffer for review)
• For critical changes, set the digest to Inactive, make edits, test with preview, then set back to Active

Troubleshooting

Edit button doesn't appear

• Verify you have Administrator or Contributor role permissions
• Only users with appropriate permissions can edit digests

Changes don't save

• Check for validation errors (invalid email addresses, empty required fields)
• Ensure email count doesn't exceed limit (e.g., 1000 emails)
• Verify timezone and time selections are valid

Next send date looks wrong after editing

• The system recalculates next send based on current date, start date, and frequency
• If start date is in the past, next send is the next occurrence of your configured time/day
• Verify timezone is set correctly—wrong timezone can make send times appear incorrect

Recipients report not receiving digests

• Check Generated Reports tab to confirm digest sent successfully
• Verify recipient email addresses are correct (check for typos)
• Ask recipients to check spam/junk folders
• Confirm your organization's email system allows emails from Revenue Recovery domain

Can't delete a digest

• Verify you have appropriate permissions
• Try pausing the digest first, then deleting
• Contact support if deletion consistently fails

Common Questions

Q: If I edit frequency, when does the new schedule take effect?
A: Immediately. The next send date recalculates based on the new frequency, current date, and configured time.

Q: Can I duplicate an existing digest to create a similar one?
A: Duplication isn't currently available. To create a similar digest, note the configuration of the existing digest, then create a new one with those settings.

Q: What happens to scheduled sends if I delete a digest?
A: All future sends are cancelled immediately. The digest won't send again.

Q: Can I see who actually opened or read the digest emails?
A: The Generated Reports tab shows delivery status (sent/failed) but doesn't currently track individual recipient opens or reads.

Next Steps

• Understand configuration options - Read Digest Configuration Options for detailed explanations of frequency, recipients, organizations, and troubleshooting
• Create additional digests - See Creating and Managing Digest Schedules to set up more automated reports
• Optimize digest content - Review Dashboard Insights to understand available widgets and metrics