Emailing a report

Last Updated : Sep 03, 2021 |
Prolog information
Metadata
Keywords:
You can send a report to any email address.
Before you begin
Based on your requirements, ensure that you have the following privileges:
  • Email any report.
  • Send a report to the history list.
  • Send a link to the report location in the history list through an email.
  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.
    STEP RESULT:
    Avaya Analytics™ displays the Standard Historical Reports page.
  4. For reports based on interval data, do the following:
    1. Click Reports.
    2. Click the required report.
    3. On the input prompts, specify the values.
  5. For reports based on daily roll-up data, do the following:
    1. Click DailyReports.
    2. Click the required report.
    3. On the input prompts, specify the values.
  6. For reports based on monthly roll-up data, do the following:
    1. Click MonthlyReports.
    2. Click the required report.
    3. On the input prompts, specify the values.
  7. On the report, in the Interval field, select the option according to the duration that you specify in the Time Filter input prompt.
    ADDITIONAL INFORMATION:
    For example:
    • If you specify an interval or a date in the Time Filter input prompt, you must select the 15 mins or Daily option in the Interval field.
    • If you specify a week, a month, or a year in the Time Filter input prompt, you must select the weekly, monthly, or yearly option in the Interval field.
  8. Click Run Report.
    STEP RESULT:
    Avaya Analytics™ displays the report summary page based on the values specified in the input prompts. You can further select the Interval, such as Daily, Weekly, Monthly, Yearly, from the report page.
  9. On the report, click the hamburger icon (), and click Send Now.
  10. To locate the recipient's email address, click To.
    STEP RESULT:
    Avaya Analytics™ displays the Available list of recipients from your address list in the Recipients Browser window.
  11. Select the email address from the Available list and click OK.
    1. If you cannot find the email address in the list, enter the recipient's name and email address in the Address Name and Physical Address fields, respectively.
    2. Click Add To Recipients to add the new address.
      STEP RESULT:
      The new email address displays in the To field.
    3. Click OK to return to the Send Now page.
  12. In the Send field, select one of the following options to specify how to send the report:
    • Data in email: The email displays the report.
    • Data in email and to history list: The email displays the report and is also delivered to the History List page.
    • Data and link to history list in email: The email displays the report and a link to the History List page.
    • Link to history list in email: The email includes a link to the History List page.
  13. In the Delivery Format field, select one of the following formats to send the report:
    • PDF: To deliver the report in Adobe Portable Document Format (PDF).
    • Excel: To deliver the report in Microsoft Excel format.
    • Plain Text: To deliver the report in Rich Text Format.
    • CSV: To deliver the report in the Comma Separated Values file.
    ADDITIONAL INFORMATION:
    Note:
    HTML data format is currently not supported.
    ADDITIONAL INFORMATION:
    Important:
    To email a report, you can also click the Send Now link on the report icon.
  14. If you select PDF and your report has multiple pages, do the following:
    1. Click PDF Settings.
      STEP RESULT:
      The Export PDF window appears.
    2. In the Range field, select Entire Dossier.
    3. In the Detail Level field, select Each visualization as a page.
    4. Click Save.
  15. Use the Burst option to send out personalized parts of a single report execution to a dynamic list of recipients.
  16. In the Subject field, type a description for the report.
  17. In the Message field, type the message to be emailed with the report.
  18. To include the report in a zip file, do the following:
    1. Expand Advanced Options.
    2. Optional: Select the Password Protect Zip File check box to protect the zip file by providing a password.
    3. Type a password for the zip file.
    4. In the Zip File Name field, type the name for the zip file.
  19. Click OK.
    STEP RESULT:
    Avaya Analytics™ sends the report to the specified email address.