Creating an Email Summary Report

An email summary report sends periodic emails for any of subscribed report. To send an email report, do the following:

1. Click the  (cog menu) >> Administration on the top right corner of the Management Portal
   The Administration page appears
   
2. From the Administration page in the REPORTSgroup, click on the Email summary reports
   The Email summary reportsscreen appears
   
3. Click on the New email summary reportbutton.
   
   The Adding role screen appears.
   
4. Enter the following details:
   
   
   1. Enter a Key for the email report. The Key is a unique identifier.  For more information on keys, see Field Formats and Limitations.
   2. Enter a name for the email report. The Name is a label associated with the email report.
   3. Enter a Subject for the enter email report.
   4. Enter the email addresses separated by commas to which this email report needs to be emailed.
   5. Select the Interval in which you want this email report needs to be sent. You select either Daily or Hourly report.
   6. Select either Yes or No from the Started drop-down. If you select Yes then the report will start sending reports immediately.
      The Markup section allows you to format the email report
   7. Enter a Header that will be displayed at the beginning of the email report
   8. Enter a Footer that will be displayed at the end of the email report
   9. Enter the CSS styles that will be used to format email report
      The Sections allows you choose a Type of event for which you want to send email reports
   10. From the Type drop-down select a Type of report you want to generated and send.
       The following two steps varies with the type you select.
   11. Enter a Title in the Title field
   12. Enter the ranges that will used in aggregation.
   13. Click Remove section to remove the current section you are in.
   14. Click Add section to add a new section
       
5. Click Add to create the email report.