Emailing a dossier

Last Updated : Apr 21, 2021 |

About this task

You can send a dossier to any email address.

Before you begin

Based on your requirements, ensure that you have the following privileges:

  • Email any dossier.

  • Send a dossier to the history list.

  • Send a link to the location of a dossier in the history list through an email.

Procedure

  1. Log in to Avaya Analytics™.
  2. On the Home page, in the navigation pane, click Shared Reports.
  3. In the content pane, click Standard Historical Reports.

    Avaya Analytics™ displays the Standard Historical Reports page.

  4. In the content pane, click Call Profile.
  5. Complete the following steps for a dossier based on call profile data:
    1. Click the required dossier.

      To select an appropriate call profile dossier, see Chapter 9: Call Profile Reports.

    2. Specify the values on the input prompts.

      For more information about input prompts, see Input prompts.

  6. On the dossier, select the Start Date and End Date according to the duration that you specify in the Time Filter input prompt.

    For example, to view the number of calls related to your routing services in a given quarter, you can use the time filters to select the months of the quarter.

  7. Click Run Dossier.

    Avaya Analytics™ displays the dossier summary visualizations based on the values specified in the input prompts.

  8. On the dossier page, click the File menu and then click Send Now.
  9. In the Send field, select one of the following options to specify how to send the dossier:

    • Data in email: The email displays the dossier.

    • Data in email and to history list: The email displays the dossier and is also delivered to the History List page.

    • Data and link to history list in email: The email displays the dossier, along with a link to the History List page.

    • Link to history list in email: The email includes a link to the History List page.

  10. In the Delivery Format field, select one of the following formats to send the dossier:

    • PDF: To deliver the dossier in Adobe Portable Document Format (PDF).

    • MSTR: To deliver the dossier in Historical Reporting (.mstr) format.

  11. Click PDF Settings and complete the following steps to change the PDF page formatting for the dossier:
    1. In the Range field, select from the following options:

      • This Page: Current page

      • This Chapter: Current chapter

      • Entire Dossier: Entire dossier

    2. In the Detail Level field, select from the following options:

      • Full page views: Exports a snapshot of each page and each individual visualization

      • Each visualization as a page: Exports full details of individual visualizations

      • Both

    3. In the Grid Settings field, select from the following options:

      • Scale to page width: Fits the grid's width onto one PDF page width

      • Extend colums over pages: Breaks a wide grid onto numerous pages

  12. In the Subject field, type a description for the dossier.
  13. In the Message field, type the message to be emailed along with the dossier.
  14. To include the report in a zip file, do the following:
    1. Expand Advanced Options.
    2. Select the Password Protect Zip File check box to provide a password to protect the zip file.
    3. Type a password for the zip file.
    4. In the Zip File Name field, type the name for the zip file.
  15. Click OK.

    Avaya Analytics™ sends the dossier to the specified email address.