It is possible to create reports that are automatically sent by email.
Create a report mail
To create a report mail, press on the Create new report mail button, which will redirect you to the following page:
You have to fill in the following:
- Subject: The subject of the mail
- Sending frequency: Choose how often the report should be sent - read more about repetitions here
- Handle public holidays: Choose how holidays should be handled- read more about repetitions here
- Time: The time for when to send the report
- Choice of users: Choose the user(s) that the report should take into consideration
- Send to: Choose the user(s) who should receive the mail
- Replace user with receiver: If marked, all users in the report are replaced with the receiver of the mail
- Format: You can choose any of the following formats for the report:
- Direct in mail
- Excel (xls)
- Excel 2007+ (xlsx)
- Include link to report: If marked, a link to the report will be included in the mail
- Choice of users: Choose the user(s) that the report should take into consideration
- Choice of teams: Choose the team(s) that the report should take into consideration
- Periods: Choose any predefined period or custom periods you might have created
- Product number: Write a product number that the report should take into account
Edit a report mail
Editing a report mail happens on the same menu. Just click on the pencil or directly on the title to enter edit mode.
