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On the Schedule tab, click New Schedule. |
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Optionally, click Export Options and set options such as the Export Mode and the Page Range. |
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Optionally, select Send report to share to deposit the finished report to a share. |
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Optionally, select Send Email to email a copy of the report. |
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Click OK. |
When the Attach email to report option is selected, Enterprise Reporter will attempt to email the reports as an attachment. If your email setup does not allow for this, the email will have a link to the share where the reports are located if you have also selected the Save to share option.
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Optionally, select Send report to share to deposit the finished report to a share. |
3 |
Select Send Email. |
4 |
If this is your first schedule, select Configure the mail server. |
9 |
Click OK. |
2 |
If necessary, select Send Email. |
3 |
Click Configure mail server. |
4 |
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Click OK. |
When scheduling reports, one of the Delivery options is to Send Email. When the Send Email option is selected, the DefaultSchedulingTemplate.xml template is automatically loaded into the Body field as the default message. For more information, see Modifying Scheduled Email Templates .
The following options may be used anywhere within the body of the message.
The following variables and tags may be used anywhere within the repeating section:
An example of an email message using all available variables and tags is shown below.
You can choose to have all of the reports on a schedule delivered by email. For more details, see Delivering Scheduled Reports by Email . The success, failure, or attachment size of the scheduled reports determines which email template is used.
Email templates are provided for the following four scenarios:
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A schedule completes successfully and the total size of all reports is less than the maximum of 500KB. DefaultSchedulingTemplate.xml DefaultSchedulingTemplate.xslt |
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A schedule does not complete successfully. FailureTemplate.xml FailureTemplate.xml |
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The total size of all reports exceeds the maximum of 500KB so no reports are attached. DefaultSchedulingTemplate.xml DefaultSchedulingTemplate.xslt |
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A schedule is partially complete because one ore more reports fail. PartialCompleteTemplate.xml PartialCompleteTemplate.xslt |
You can use any XML editor to modify the templates (.xml) and their corresponding email style files (.xslt). Some prior knowledge of XML and Extensible Stylesheet Language Transformation will be helpful. For more information, see Email Template Structure (.xml) .
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Text between the {%....%} tags must remain unaltered as they control relative content embedded in the email messages as they are generated. For more information, see Modifying Scheduled Email Messages .
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Click the System Configuration tab. |
3 |
Click Configure SMTP server used by Enterprise Reporter under Email Settings. |
4 |
Enter an Attachment Size Limit (in megabytes) that accommodates your reports. |
5 |
Click OK. |
This allows you to run your schedule a single time, at a date and time you provide.
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