Emailing a document

Last Updated : Jul 27, 2021 |
Prolog information
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Keywords:
You can send a document to any email address.
Before you begin
Based on your requirements, ensure that you have the following privileges:
  • Privilege to send a document to the history list.
  • Privilege to send a link to the location of a document 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 documents based on interval data, do the following:
    1. Click the required document.
    2. On the input prompts, specify the values.
  5. For documents based on daily roll-up data, do the following:
    1. Click Daily.
    2. Click the document.
    3. On the input prompts, specify the values.
  6. For documents based on monthly roll-up data, do the following:
    1. Click Monthly.
    2. Click the document.
    3. On the input prompts, specify the values.
  7. On the document, 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, Daily, or Monthlyoption in the Interval field.
    • If you specify a week, a month, or an 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 document 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 document page.
  9. On the document, click the hamburger icon (), and then 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 document:
    • Data in email: The email displays the document.
    • Data in email and to history list: The email displays the document and is also delivered to the History List page.
    • Data and link to history list in email: The email displays the document, 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.
  13. In the Delivery Format field, select one of the following formats to send the document:
    • Excel: To deliver the document in Microsoft Excel format.
    • PDF: To deliver the document in Adobe Portable Document Format (PDF).
    ADDITIONAL INFORMATION:
    Note:
    HTML data format is currently not supported.
    ADDITIONAL INFORMATION:
    Important:
    You can also email a document by clicking the Send Now icon on the document icon.
  14. Use the Burst option to send out personalized parts of a single report execution to a dynamic list of recipients.
  15. In the Subject field, type a description for the document.
  16. In the Message field, type the message to be emailed along with the document.
  17. To include the document 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.
  18. Click OK.
    STEP RESULT:
    Avaya Analytics™ sends the document to the specified email address.