Work with Email Reports

View reports on dashboards and download as PDF/CSV. Configure schedules for reports in PDF/CSV format to be emailed as a zip file to specified email addresses, as per the time zone set on the Email Reports. The feature is available only after configuring SMTP for the tenant.

Note:

The option generates and emails reports with the first 10000 records.

Configure email reports

You can configure and schedule email reports.

To configure email reports:

1. In the menu, click Reports → Email Reports. The Email Reports page appears.

   

2. Click Add New. The Add Email Reports Schedule page appears.

   

3. Enter the following field details:

   Field name	Description
   Schedule Details
   Schedule Name*	Enter a name for the schedule.
   Type*	Select the schedule type from the list. Available options are: - Daily - Weekly - Monthly
   Day of Week*	Select the day of the week when you want to send the email reports. Note: This field is available only if the Type is Weekly.
   Criteria*	Select the criteria for sending the email report. Note: This field is available only if the Type is Monthly.
   Day of Month*	Select the day of the month when you want to send the email reports. Note: This field is available if the selected Criteria is Day of Month.
   Day of Week*	Select the day of the week when you want to send the email reports. Note: This field is available if the selected Criteria is Day of Week.
   Purging Schedule	Select the day of the week when you want to schedule the purging. Note: This field is available if the selected Criteria is Day of Month.
   Time Zone*	Select a time zone, as required. AutomationEdge server will generate and email the report at the local time according to the time zone specified.
   Start Time*	Specify the time to start sending the email reports.
   End Date*	Specify the date to stop sending the email reports.
   Reports Selection
   Duration*	Select the cumulative period data to be included in the report. Available options are: - Daily - Weekly - Monthly - Quarterly
   Report Template*	Select the checkbox next to the report template you want to use. You can choose one or more templates.
   Report Type*	Select the format of the report you want to send. The available options are: - CSV - PDF
   Notification Settings
   Select Users*
   By Role	Select either the Admin or Workflow Admin or both checkboxes. Note: Depending on the selection, users with Admin or Workflow Admin roles will receive the email notifications.
   By Username	Select the users to whom you want to send the email notifications.
   By Email	Select the email addresses to whom you want to send the email notifications.

   *Indicates mandatory fields.

4. Click Save. The email schedule appears on the Email Reports page.

   Note:

   The report is sent in zip format to the email addresses configured.

View the report schedule

You can view and edit the report schedule details.

To view the report schedule:

1. In the menu, click Reports → Email Reports. The Email Reports page appears.

   

2. View the following field details:

   Field name	Description
   Schedule Name	Displays the name of the email report schedule.
   Type	Displays the selected schedule type.
   Duration	Displays the cumulative period data that will be included in the report.
   End Date	Displays the date when the email notifications will stop.

Notes:

In the Actions column:

• To modify the notification schedule details, click .
• To delete the notification schedule details, click .