Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Table of Contents

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:

Report Naming

Before each report the Report Name, Report Description (if set to display in Administration and unique system Report Number will display.

 

To send reports via email follow these steps:

StepDescriptionExample
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.

 

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. 

If the report link is still valid, you will see a link to the report.
When the report link is no longer valid, you will see Expired in the grid.

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.  

Expired Link Message

When a user tried to access an expired report link hey will receive this notices:

  • No labels