Setting Up Automatic Report Emails

On any report, create definitions to automatically email the report to one or more email addresses. There can be multiple definitions created for any single report.

Within the report option dialog box, the button Email Report indicates no report definitions have been created. If the button says Add Email Details, this indicates one or more definitions currently exist. The button Manage Emails Details is used to edit or delete existing definitions.

FDCPA Essentials
FDCPA Essentials

Add the initial report definition by clicking Email Report, create an additional definition by clicking Add Email Details, or manage existing definitions using Manage Email Details.

When creating multiple definitions for the same report, each definition can use different data selection criteria. The criteria fields are the same fields available when running the report normally.

FDCPA Essentials
FDCPA Essentials
FDCPA Essentials
Report Email Options:

    • Name – Report definition name.
    • Format – PDF, Excel, CSV. When CSV is selected, choose the fields to be included in the report.
    • Frequency – Daily, Weekly, Monthly. When Weekly is chosen, select the day of the week the report is to be sent. When Monthly is chosen, select the day of the month the report is to be emailed. Select one or more times of day the email is to be sent.
    • Email(s) – Enter one or more email addresses separated by commas.