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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:
Preparing & Sending the Email
Step | Description | Example |
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1 | Select the reports you want to email and choose the Email button | |
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.
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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. This is by design and for security reasons. After this period, the link will expire and the report will no longer be accessible to the email recipient. For more a more permanent archive of reports, AgilePort should be utilized.
Expired Link Message
When a user tried to access an expired report link hey will receive this notices: