Intellicus Enterprise Reporting and Business Insights 19.1

Email

0 views June 28, 2020 0

To send a report through an email, check the Email checkbox.

Email details
Figure 11: Email details

In Report Format, select the required report format.

Depending on the selected output type, you can select Delivery Options for the report.  For example, to zip the file before attaching it with the mail, ignoring page breaks, options specific to CSV or MS Excel output, etc.

A report can be mailed as an attachment, a link or embedded into an email.  Under Send Report As, select Attachment to send report attached with the mail.  If the report is very heavy, or attachments are filtered by recipient’s mail server, you may select Link. In this method, report is generated and saved on report server at a specified location.  When recipient clicks the link in the mail, report opens.  To save the report in user’s working folder, check User’s Working Folder. Select Embedded if you want to embed the report in email body.

While sending report as a link, you also need to specify file name and location where report will be saved.  Reports are saved inside a folder.  In Save In, click to open categories and navigate to the desired folder.

To include date and time of report generation, check Suffix Timestamp Format checkbox and select a date format.

Specify e-mail IDs for To, Cc and Bcc.  Use comma or semi colon to separate e-mail IDs.

Specify Subject and enable Suffix Timestamp Format, if you want to send a timestamp with the subject. Choose a desired timestamp format from the dropdown.

Default message text set by your application administrator is displayed in Message box, which you can change if desired.  You can include user parameters as well as system parameters in the message text.  For example, if the report you are mailing has a parameter “ReportDate”, then you can insert it as <%ReportDate%> in your message text, which will be replaced by report execution date at run time.

Getting parameter value

When a report is having multi-set parameters and their values come from an SQL, you can have parameter value as part of free form entry boxes:

  • File Name
  • To, Cc and Bcc
  • Subject
  • Message

To include a parameter in a field, enclose the parameter name in <% and %> and specify in respective entry box.

For example, Sales<%CountryCode%>Jan2020.  Here, CountryCode is a parameter name that will be replaced by its actual value when the report is executed.