E-mailing Reports
Summary:
This article documents the usage of Emailing Reports which can be found through Reporting.
...
Pre-requesites
Version 41.20 or higher
| Table of Contents |
|---|
Initial Email Setup
Go to System --> System Settings --> Email Tab
...
This is where you will set up your e-mail server settings. Please contact you IT administrator for help setting up this information. This information will only need to be set up once prior to using e-doc.
Setting up E-Mail addresses to Users
Go to System --> Users --> Manage Users
Select a user and insert users e-mail address in the E-mail field.
Setting up E-Mail addresses to Producers
Go to System --> Producer Management --> Producers
Select a producer and insert producers e-mail address in the E-mail field.
Setting up E-Mail addresses to Personnel
Go to System --> Personnel (Ribbon Bar)
...
Note: Assigning e-mail addresses just makes it easier to pull up in address book. You can insert other e-mails on the report itself.
Setting up E-mails to Reports
You can set E-doc for any report, report link, or parameter set in your reporting section. You can set up whether to automatically send the report once it has ran or you can set it up to review the report before sending it out and then send the report with a click of a button after review.
...
Go to Reporting --> Select any report, report link, or parameter set --> Right click on selected report --> choose E-mail Settings
E-Mail Settings for Report
On this form you can select an Existing Email or you can enter other Emails.
...
Once you have all the people you want to send the report to and their formats, you can select your send options to either send this report after you review it or send this report once it is generated.
Send Options
If you selected “Send this report when it is generated”, all you have to do is make sure your parameters are set, dates are set, and run the report. The report will then be Emailed out to all the people on your mailing list in the respective formats.
...