Configure Report Output as an Email

  • You have selected the required format (PDF, XLS, or CSV) in the Report format list in the Report Output Definition dialog box.
    (Refer steps 1 to 5 in Configuring Report Output as a File)
  • You have created recipients in the Recipients Editor tab of the Notification application. See Create Recipient Users or Recipient Devices in Creating and Configuring Recipients.
  1. Select Email in the Destination types list.
  1. Click Select Contacts.
  • The Email Contacts dialog box displays all the configured contacts.
    NOTE: If there is a change in the configured email address of a recipient in the Recipients Editor tab of the Notification application, it is automatically reflected in the Report Output group box.
    However, if the configured email address is deleted or the recipient is deleted in the Recipients Editor tab of the Notification application, the entries for a report definition display in red. For more information, see the topic Automatic Update of Configured Email Addresses under Destination Type-Email Settings tab.
  1. Select the required contacts by selecting the check box preceding each contact.
  1. Click OK.
  • The selected contacts are displayed in the Destination field in the Report Output Definition dialog box. A semicolon (;) separates multiple contacts.
  1. In the Report Output Definition dialog box, do one of the following:
  • Select All documents in one email.
  • Select Document(s) per mail and configure the number of documents to be sent.
    The default option is one document per email.
  1. Select the Enter custom file name option to add the file name. The default is Use report name as file name.
  1. Select the Append date/time to file name check box to add the date and time to the file name when saved.
  1. Click Add.
  • The selected format, destination, and file name are added to the Output Definition list.
  1. Click OK.
  • The configured Report Output Definitions display in the Report Output group box.