Do any Polaris libraries make use of the daily "summary report" emails for notices?

Polaris has a sysadmin setting that allows an “email summary report” to be emailed out to one or more addresses daily. One report is generated for each branch that has at least one notice go out that day, regardless of your library’s notice processing schedule.

This email report is theoretically useful for investigating failed notices, because notices are groped by type and, within type, separated by successes and failures.

However, if you use LX Starter for your email notifications, that email report lists one ‘notice’ for each item for which a notification was generated (although item information is not included)–so for example if John Smith has 5 items that were automatically renewed and he receives an almost due/auto-renew email notice for them, he appears five times in a row in the email. summary report. This makes the emails for even our medium-sized library massive. You can see here how much real estate one patron tends to take up:

With a success rate above 99%, I’m looking for a couple of failures in messages with several hundred rows. But I keep doing it because manual review of the failures has turned out to be valuable–most are obvious typos (gamil.com or mis-spellings of a patron’s name) that can be immediately corrected and the patron can be restored to the notification option they indicated they wanted.

I’d like to make a version of this report that ONLY includes the failures. I’ve found what looks to be the actual report behind these emails in Reporting Services, but I’m not experienced enough with SQL or Report Builder to feel confident modifying it, and its subscriptions don’t work the same way as the custom reports I’m familiar with, so I’m afraid to mess with those also.

Has anyone done anything similar, or approached the same problem from a different angle and is willing to share some advice?

I do monitor message failures, but I don’t use this feature - I forward all bouncebacks to my email and then use Power Automate to put together a daily digest (to detect issues with our DKIM record) and I also have a separate weekly digest that shows how many messages went out successfully:

The bouncebacks do catch misspelled addresses (although I don’t usually take the time to fix them - I have in the past and it just seems never-ending)

I’ve also modified canned reports and I’m happy to take a look (maybe we could just add a filter?? see below?), although I also hear your concern about the subscriptions needing to be changed. I know there’s been advice posted here before about how to modify the .rdls that generate notices - see this post, for instance. I suspect that since the Email_SummaryReport report is in the Notices folder, as long as you place the updated version in the correct folder, it would send the updated list using the same rules it follows now.

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Thank you very much, Eleanor! I might try out Power Automate, and I’ll definitely experiment with a copy of the existing RDL. I’ll let you know if I get anything good set up!

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