Creating Report Emails

  1. In the side menu on the Reporting and Analytics home page, click LINKS and then click Report Mail.
  2. On the Report Mail Administration Menu page, click Report Mail.
  3. Click Add.
  4. On the Content tab, specify email content as described in the following table:
    Setting Description

    Type

    Select the report type.

    Report Selection

    Select the report. For long lists of reports, specify search criteria to locate the report.

    Preferences

    Specify delivery preferences. The report type you select determines the preferences that appear.

    If you select multiple locations, Reporting and Analytics sends one report for each location.

    If you select Consolidated, Reporting and Analytics sends aggregate report data for all locations in one email.

    Reporting and Analytics sends each report in a separate email. If you select Zip multiple files, Reporting and Analytics sends one mail with a ZIP file containing the report files.

  5. On the Name tab, specify email settings as described in the following table:
    Setting Description

    Name

    Type the name of the report email. The name identifies the report email in the Reporting and Analytics web application.

    Description

    Type a description of the report email. The description appears in the Reporting and Analytics web application.

    Subject

    Type a subject for the report email. The value appears in the subject line of the email sent to recipients.

    Active

    Clear the option to deactivate the report email. Reporting and Analytics saves the report email settings but does not send report emails.

    Email When Error

    Select to notify the system administrator of report email errors.

  6. On the Recipients tab, select the email recipients.
    If you select a specific user, and you want to send the email to more users, select Additional recipient(s) emails and then type the email addresses.
  7. On the Frequency tab, specify the intervals Reporting and Analytics uses to send report emails.