8e6 Technologies ER HL/SL manual Methods for exporting a Drill Down Report, Email option

CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS

Methods for exporting a Drill Down Report

A drill down report view can be emailed or viewed in a specified output format via the Export Drill Down Report option.

Email option

The email option for exporting reports lets you electronically send the report in the specified file format to designated personnel.

NOTES: If you are using Lotus Notes as your primary e-mail client instead of Microsoft Outlook or Outlook Express, refer to Appendix B of the Enterprise Reporter Web Client User Guide for information on how to configure Lotus Notes to work with the ER Client.

For reports generated in the HTML format, the contents of the file will be embedded in the email message. For reports generated in any other format [MS-DOS Text, PDF, Rich Text Format, Comma-Delimited Text, Excel (English)], the file will be sent as an email attach- ment.

WARNING: If using a spam filter on your mail server, email messages or attachments sent by the Client might not be delivered if these messages contain keywords that are set up to be blocked. Consult with the administrator of the mail server for work around solutions between the spam filter and mail server.

1.In the Export Drill Down Report pop-up box, click the Email button to open the Email Report pop-up box:

Email Report pop-up box

2.In the To field, enter the email address of each intended report recipient, sepa- rating each address by a comma (,) and a space.

3.An entry in each of the following fields is optional:

•Subject - Type in a brief description about the report.

•Cc - Enter the email address of each intended recipient of a carbon copy of this message, separating each address by a comma (,) and a space.

•Bcc - Enter the email address of each intended recipient of a blind carbon copy of this message, separating each address by a comma (,) and a space.

•Body - Type in text pertaining to the report.

TIP: Click Cancel to close the Email Report pop-up box and to return to the report view.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE 41