Delivery - Emailing Reports

The Delivery module is the repository of created reports in MetaField. It stores both MetaField-generated reports and other project-related reports that are optionally uploaded into Delivery. There are a variety of actions that can be performed on reports in the Delivery module.

Create a Consolidated Report

See Delivery - Consolidated Reports

Upload a Report

See Delivery - Upload Reports

Publish a Report

AgilePort subscribers can publish reports from delivery to your AgilePort site. Simply select the report(s) you want to publish and click the Publish button. Your reports will be published to the appropriate project folder / sub folders on your AgilePort site.

Emailing Reports

If you have the appropriate permissions you will see an Email button in delivery. When you choose to send a report via email, the system will send an email message that contains links to each of the selected reports along with who the reports were sent to. 

An example email message:

To send reports via email follow these steps:

Step	Description	Example
1	Select the reports you want to email and choose the Email button Only reports for the same projects can be sent in the same email message
2	A popup will appear. It will be prepopulated as coming from you. If you want to copy yourself on the email message, select the Send Email to Me flag. If your Admin user has defined default text, this will be entered in the Message field for you. You can modify the message as necessary.
3	Add additional recipients by selecting the Add Recipient button. When you are adding a receipt you can choose which reports out of the ones selected should be sent to the individual. If you have a defined email distribution list in Project specifications your recipients will be populated for you.
4	When you are done performing any modifications necessary on the popup, select Send to send the reports via email. All reports sent will automatically be marked as delivered.

Viewing Past Email Recipients and Accessed Report Links

When a report is sent via email from delivery, the system tracks the email recipients and when the report link sent to them was first accessed. The system also tracks reports that were sent form the field.
To view this information, select the envelop icon from the main reports grid. 

Expired Report Links

Emails sent through delivery will contain links to reports that are valid for 14 days. After this period, the link will expire and the report will no longer be valid.  

Download A Report

Reports can be downloaded individually or in batch. Click the disk icon in the report record to download a copy of an individual report PDF file. Click the Batch Download button to download multiple reports at the same time, which will place them all in a single .zip file that will be downloaded.

Batch Print Reports

Reports can be printed in batch. Simply select the reports you want to print and click the Batch Print button. A consolidated PDF will be created with all of your underlying reports that can be sent to your printer.

Edit Report Metadata

When reports are created, users can supply an optional Description and Label. These values can be updated in Delivery by using the Edit Description and Edit Report Label buttons.

Mark Reports As Delivered

Reports that have been delivered to your customers should be marked as Delivered in the Delivery module. Simply select the reports that have been delivered and click the Deliver button.

Mark Reports As Revised

In addition to the statuses in the Delivery Status column, there is also the option to flag a report as a Revision. To indicate a report is a revision, select the checkbox in the R column next to the corresponding report.