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Editing: HowtoConfigureanEmail.html
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<html> <head> <title>How to Configure an Email</title> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <meta name="generator" content="HelpNDoc Standard Edition 3.6.0.345"> <link type="text/css" rel="stylesheet" media="all" href="css/reset.css" /> <link type="text/css" rel="stylesheet" media="all" href="css/base.css" /> <link type="text/css" rel="stylesheet" media="all" href="css/hnd.css" /> <!--[if lte IE 8]> <link type="text/css" rel="stylesheet" media="all" href="css/ielte8.css" /> <![endif]--> <style type="text/css"> #topic_header { background-color: #EFEFEF; } </style> <script type="text/javascript" src="js/jquery.min.js"></script> <script type="text/javascript" src="js/hnd.js"></script> <script type="text/javascript"> if (top.frames.length == 0) { var sTopicUrl = top.location.href.substring(top.location.href.lastIndexOf("/") + 1, top.location.href.length); top.location.href = "CUBOT 9.0 USER'S GUIDE.html?" + sTopicUrl; } else if (top && top.FrameTOC && top.FrameTOC.SelectTocItem) { top.FrameTOC.SelectTocItem("HowtoConfigureanEmail"); } </script> </head> <body> <div id="topic_header"> <div id="topic_header_content"> <h1>How to Configure an Email</h1> <div id="topic_breadcrumb"> <a href="WorkingwiththeReportTab.html">Working with the Report Tab</a> ›› </div> </div> <div id="topic_header_nav"> <a href="WorkingwiththeReportTab.html"><img src="img/arrow_up.png" alt="Parent"/></a> <a href="HowtoConfigureanAlert.html"><img src="img/arrow_left.png" alt="Previous"/></a> <a href="HowtoRescheduleanEmail.html"><img src="img/arrow_right.png" alt="Next"/></a> </div> <div class="clear"></div> </div> <div id="topic_content"> <p class="rvps9"><span class="rvts14">How to Configure an Email</span></p> <p class="rvps32"><span class="rvts17">The Configure Email feature helps you to create a schedule that indicates when reports need to be sent to different users. To configure an email, in the Report menu, click</span><span class="rvts15"> Configure Email</span><span class="rvts17">. </span></p> <p class="rvps62"><img alt="" style="padding : 1px;" src="lib/Click to configure email.png"/></p> <p class="rvps32"><span class="rvts17">The Email Options: <Report Name> screen is displayed.</span></p> <p class="rvps40"><img alt="" style="padding : 1px;" src="lib/Email Options_Report Name_Screen.png"/></p> <p class="rvps30"><span class="rvts15">Email Options: <Report Name> Screen</span></p> <p class="rvps32"><span class="rvts17">To configure email, do the following:</span></p> <p class="rvps61"><span class="rvts17">1. In the </span><span class="rvts15">Send To:</span><span class="rvts17"> text box, type the email address of the recipient to whom you want to send the report.You can also type the email addresses of multiple recipients separated by a comma.</span></p> <p class="rvps45"><span class="rvts17">2. Select the </span><span class="rvts15">Break Report on Dimension wise</span><span class="rvts17"> check box. The following items are displayed.</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps92" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Include This Dimension In Report</span><span class="rvts17"> check box: Select this check box, when you want to include the dimensions in the report.</span></li> <li class="rvps92" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Include Consolidate Report Also</span><span class="rvts17"> check box: Select this check box, when you want to include the combined report along with the individual report (generated based on selected dimensions).</span></li> <li class="rvps92" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Select Dimension section: Displays the report dimensions as check boxes. Select the relevant check boxes to break the report based on the selected dimension.</span></li> </ul></ul></ul> <p class="rvps11"><span class="rvts8">3. Click </span><span class="rvts9">Browse...</span><span class="rvts8"> to select the file that contains the email ids which comes under Bcc field.</span></p> <p class="rvps11"><span class="rvts17">4. In the </span><span class="rvts15">AND </span><span class="rvts17">section,</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">In the list box on the left, click the name of a user to whom you want to send a report and then click</span><img alt="" style="padding : 1px;" src="lib/move right.png"/><span class="rvts17">. The selected user is moved to the list box on the right.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">In the list box on the right, click the name of a user that you want to deselect and then click</span><img alt="" style="padding : 1px;" src="lib/move left.png"/><span class="rvts17">. </span></li> </ul></ul></ul> <p class="rvps11"><span class="rvts8">5. In the </span><span class="rvts9">Subject:</span><span class="rvts8"> text box, type the subject of the email.</span></p> <p class="rvps11"><span class="rvts17">6. In the </span><span class="rvts15">Message:</span><span class="rvts17"> text box, type the content of the email.</span></p> <p class="rvps12"><span class="rvts17">7. Click </span><span class="rvts15">Browse...</span><span class="rvts17"> to select the file that you want to attach in the email. The path of the selected file is displayed in the </span><span class="rvts15">Attachments:</span><span class="rvts17"> text box.</span></p> <p class="rvps11"><span class="rvts17">8. You can select one of the following delivery options:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Now</span><span class="rvts17">: Deliver the report at the same time.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Once</span><span class="rvts17">: Deliver the report once.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Daily:</span><span class="rvts17"> Deliver the report every day.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Weekly</span><span class="rvts17">: Deliver the report every week.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Monthly</span><span class="rvts17">: Deliver the report every month.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Custom</span><span class="rvts17">: Deliver the report at a time that you have set.</span></li> </ul></ul></ul> <p class="rvps11"><span class="rvts8">9. You can select one of the following report actions:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Export: </span><span class="rvts17">Export the report</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Send Mail: </span><span class="rvts17">Send report as Email</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Send Links: </span><span class="rvts17">Send report as links</span></li> </ul></ul></ul> <p class="rvps11"><span class="rvts8">10. You can select one of the following graph sizes:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Small</span><span class="rvts17">: Set the graph size as small.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Large</span><span class="rvts17">: Set the graph size as large.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Custom</span><span class="rvts17">: You can set the width and height of the graph.</span></li> </ul></ul></ul> <p class="rvps36"><span class="rvts15"> </span><img alt="" style="padding : 1px;" src="lib/Note icon.png"/><span class="rvts14"> </span><span class="rvts17">You can use this option to select the size of the reports when you need to save the report in a specified size. Usually, this is used when a user needs to publish the report in a website.</span></p> <p class="rvps99"><span class="rvts8">11. In the </span><span class="rvts9">Date:</span><span class="rvts8"> text box, type the date on which the email should be sent. The date should be in the yyyy/mm/dd format.</span></p> <p class="rvps99"><span class="rvts17">12. In the </span><span class="rvts15">Time:</span><span class="rvts17"> text box, type the time at which the email should be sent. The time should be in the hh:mm format. Select A.M or P.M as applicable.</span></p> <p class="rvps11"><span class="rvts17">13. You can now do one of the following:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Click </span><span class="rvts15">Delete Reminder</span><span class="rvts17"> to delete a reminder that is associated with an email.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Click </span><span class="rvts15">Send</span><span class="rvts17"> to email the report to the users whose email addresses are specified in the mail schedule.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Click </span><span class="rvts15">Reset</span><span class="rvts17"> to remove the data that was entered and return to the previous mail options specified for this report.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Click </span><span class="rvts15">Cancel</span><span class="rvts17"> to discard the data you entered.</span></li> </ul></ul></ul> </div> <div id="topic_footer"> <div id="topic_footer_content"> Copyright © 2012 Robust Designs India Private Ltd. All Rights Reserved.</div> </div> </body> </html>