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MessageStats 7.8.1 - Report Pack for Lotus & IBM Notes User Guide

About the Lotus and IBM Notes Report Pack Preparing for Installation Configuring the Report Pack Database Management Setting Task Default Properties Creating Gathering Tasks Using the Reports Console Lotus and IBM Notes Report Descriptions Report Filter Definitions

Sending Reports by Email

You can use the Send to function on the File menu to send an entire report by email.

You can also select portions of a report and send only the selected columns or rows as an attachment or embedded in the email. You can also send a selected chart or graph.

To email selected portions of a report
1
Click and drag to select the rows or columns in the displayed report.
2
Right-click and select Send Selection To.
3
Select the format you want.
4
Enter the email address in the To field and enter any text in the Subject and Message sections.
5
Click OK.

You can click to select a chart or graph and right-click to use the Send Selection option to email the selection as a bitmap attachment or as an embedded bitmap in an email. If you select a format such as Excel or text, the raw data used to create the graph is sent.

Exporting Reports

Exporting reports allows you to save reports to a format which can serve several purposes:

•
You can further analyze the data in a third party application, such as Microsoft Excel.
•
You can share information with users who need the data in different formats for presentation, such as HTML or Microsoft Word.
•
You can use the exported data as input data into other applications, such as SAP.

The export functionality allows you to do one-time report exports. If you want to schedule the successive creation of exported reports, use the Subscription functionality. For more information, see Configuring Report Subscriptions .

In addition to exporting an entire report using the Export function on the File menu, you can also export selected portions of a report.

To export selected portions of a report
1
Click and drag to select the rows or columns in the displayed report.
2
Right-click and select Export Selection.
3
Select the format you want.
4
Navigate to the location where you want to save the file, enter a name in the File Name field, and click Save.

You can click to select a chart or graph and right-click to use the Export option to export the graph. If you select a format such as Excel or text, the raw data used to create the graph is exported.

Setting Filter Defaults

Use the Set Filter Defaults functionality to set the default operator and values for Date, Organization, and Site/Administrative group filters.

The values that you set appears on all reports that have Date, Organization, or Site/Administrative Group filter options.

The following table describes the options on the Set Filter Defaults page

:
Table 4. Report filter defaults
Option
Description

Date

The Date option allows you to set a default date for all reports that contain a Date filter.

NOTE: It is recommended that you do not set absolute dates.

Organization

The Organization option allows you to set the default Exchange organization for all reports that contain an Organization filter.

Administrative Group

The Administrative Group option allows you to set the default Administrative Group for all reports that contain an Administrative group.

To set filter defaults
1
Select the MessageStats Reports node.
2
Select File | Set Filter Defaults.
3
Set the filter and parameter from the options.
4
Click OK to apply the defaults.
The filter defaults appear in the filters page for all reports. Default filters do not apply to saved Custom Reports.

Browsing Reports

There are several ways to navigate and access the reports:

•
Toolbar buttons provide navigation functionality, as well as edit and preview custom reports, access the File menu, and print the current report. For information, see Using the Toolbar Buttons .
•
Treeview is used to navigate through report branches. For information, see Using the Treeview .
•
Listview displays a description of all the reports within a folder. For information, see Using the Listview .
•
Linked reports allow you to drill down from summary report into a detailed report based on a link on a data result.
•
Parts are standard report components containing text-based information and graphs that you can include in certain reports. For information, see Configuring Report Parts .
•
The Information button allows you to view the groupings, filters, and field descriptions for your selected report. For information, see Viewing Report Information .
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