To send a report by e-mail:

1.Access Reporting as described in ”Accessing Reporting” on page 431.

2.Expand the tree in the middle pane, and click the report you want to send by e-mail.

3.Click the E-mail Report button.

You are told the E-mail server is not enabled if you have not set up e-mail notification. You must set up e-mail notification before you can send e-mail a report. See ”Setting Up E-mail Notification” on page 154.

4.In the top field, type the recipient's e-mail address.

The software verifies the address entered has a correct form. To send multiple addresses, separate each address with a comma (,), for example:

john.example@appiq.com,jerry.example@appiq.com

5.From the Format drop-down menu, select one of the following formats:

•PDF - Requires the use of Adobe Acrobat, which can be downloaded for free from http://www.adobe.com.

•Excel - Requires the use of Microsoft Excel.

•XML - Requires the user has an understanding of XML.

6.(Backup Manager reports only) From the Report Period drop-down menu, select the period of time you want displayed in the report.

7.(Optional) Modify the subject and message.

8.Click the OK button. The report is sent.

Managing E-mail Schedules for Reports

This section describes the following:

•”Adding an E-mail Schedule for a Report” on page 436

•”Editing an E-mail Schedule for a Report” on page 439

•”Deleting E-mail Schedules for a Report” on page 441

•”Viewing E-mail Schedules for a Report” on page 442

Adding an E-mail Schedule for a Report

You can add an e-mail schedule so that a user receives an attached report on a regular basis. The report can be in the form a PDF, XML or Microsoft Excel document.

Keep in mind the following:

•Before you can add an e-mail schedule, you must set up e-mail notification, as described in ”Setting Up E-mail Notification” on page 154.

•Schedule to send your reports soon after a report cache refresh. The reports display data that is in the report cache. If the report cache contains old data, the reports you send by e-mail will also show old data. The reports are refreshed every six hours by default. For example, assume you added an e-mail schedule that sends a report daily at 7 a.m. Also, assume you scheduled your report cache refreshes to take place daily at 8 a.m. Your reports will most likely show

436 Running Reports