This session will demonstrate how to share reports with others by covering options like frequency and formatting to ensure optimal end user results.

1. MC University
R08|Intermediate Reporting: Email, Schedule, and Export

2. MC University
Agenda
Emailing Reports Defined
Scheduling Reports Defined
Exporting Reports Defined

3. MC University
Emailing Reports Overview
Email Report Dialog
Email Preferences
Emailing Reports Defined

4. MC University
Report content can be manually
emailed to selected recipients
Access email function from the toolbar
of the Report Preview Window
Emailing Reports Overview

5. MC University
Email Report Dialog defines email
information
From Name:
• Logged in User
• System preference
To Address:
• Manually enter
• Click “To”
Email Report Dialog

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Add recipient email address from:
• Address Book
• Contacts
• Labor (Employees) or (Contractors)
• Requesters
Email Report Dialog (cont’d)

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Address Book will maintain a list of
email contacts
Only accessible to edit when emailing
reports
Email Report Dialog (cont’d)

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Select recipient from available list
Grey names do not have email
addresses
Email Report Dialog (cont’d)

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Priority selected will alert recipient
Subject automatically filled in with
report name
Email Report Dialog (cont’d)

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HTML or PDF version can be chosen
Message entered will appear above
report content
Email Report Dialog (cont’d)

11. MC University
Located in Report Preferences folder
Repair Center or personal preference
options available
Email Preferences

12. MC University
Preferences for emailing reports
include:
• Return path for bounced emails
• BCC and CC email list for outgoing emails
• From information
Email Preferences (cont’d)

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Scheduling Reports Overview
Email Sub-Tab
Smart Email Sub-Tab
File Sub-Tab
Scheduling Reports Defined

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Reports can be scheduled for automatic
distribution to specified individuals
Schedule Tab of Report Setup is used to
define parameters
Scheduling Reports Overview

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Email schedule must be set to “On”
from Email sub-tab
Maintenance Connection Agent Service
required
Scheduling Reports Overview (cont’d)

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Schedule settings should be defined:
• Frequency of emailed report
• When report should begin emailing
• Attachment type
• From Name and From Email
Email Sub-Tab

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Options to:
• Limit report sending
• Exclude specific days
• Add specific Recipients
Email Sub-Tab (cont’d)

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Enable Smart elements for emailed
reports
Email editable forms and reports to
users
Smart Email Sub-Tab

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Indicator will add button to Open
Report in Smart Mode
Use only if report has Smart
functionality!
Smart Email Sub-Tab (cont’d)

20. MC University
Auto-Login options include:
• No Automatic Login
• Use Email Addresses then Auto-Login User
• Use Email Addresses Only
• Use Auto-Login User Only
Smart Email Sub-Tab (cont’d)

21. MC University
Reports can be automatically generated
at specified intervals
• File sub-tab establishes settings
Only supported with On-Premise
installations
File Sub-Tab

22. MC University
Exporting Reports Overview
Exporting Reports Defined

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To export a report, click on the Export
button in the Report Preview Toolbar
Export Dialog will display with available
Export options
Exporting Reports Overview

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Reports can be exported into a variety
of formats:
• PDF
• HTML
• CSV
• XML
• Excel
• Word
Exporting Reports Overview (cont’d)

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Now let’s take a look at exporting the
Open Work Order List to a Comma-
Delimited (.csv) File!
Exporting Reports: Example

26. Thank You for
Watching!