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MessageStats 7.8 - 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

Creating and Changing Report Subscriptions

Use the Subscription Wizard to set up and schedule the report subscriptions.

To access the Subscriptions page
•
In the folder view, select File | Subscriptions.
This opens the Subscriptions page.

From the Subscriptions page you can do the following:

•
Click Add to access the Subscription Wizard.
•
Click Modify to modify an existing subscription.
•
Click Remove to delete a subscription from your subscription list.
•
Click Run Now to run a subscription earlier than its scheduled time.
•
Click Refresh to refresh the list of displayed subscriptions.
The Show subscriptions for all users check box is available only to administrators.To access the Configuration dialog box using the Configuration button, you must have administrator privileges and be the administrator of the computer where the reports web site is installed.
To initiate a new report subscription
1
On the Subscriptions page, click Add.
This opens the Subscription Wizard Welcome page. From this page, you can configure the report subscription service.
2
Click Next to access the Schedule page.

Scheduling the Subscription Service

You can schedule the interval, start date, and exact time at which you want the subscription to run.

Subscriptions can be run on the following intervals: Now, Once Only, Daily, Weekly, Monthly, and Quarterly.

If you select Daily, you have the option to specify whether you want the subscription to run every day, weekdays, or every specified number of days. If you select Weekly, you can specify the days of the week you want the subscription to run, and the number of weeks apart. If you select Monthly, you can specify which months, and which date during the month.

To schedule the subscription
1
Select the interval.
2
Enter the time of day you want the subscription to run in the Start Time box.
3
Enter the date you want the subscription to start in the Start Date box.
4
Click Next.

Sending the Subscription

You can specify the method for sending the subscription on the Action page of the Subscription Wizard. Reports can be sent by email, or copied to a file location, an FTP site, or a web site.

 
To send a subscription by email
1
Select Email in the Send to box.
2
Select the format in the Format box.
You can specify Inline HTML, HTTP Link, MHTML Attachment, Excel Attachment, Word Attachment, CSV Attachment, CSV Inline, TSV Attachment, TSV Inline, or XML Attachment.
3
Enter the recipients’ email addresses in the To: line.
You may also specify other recipients in the CC: and BCC: lines.
4
Enter a subject for the Subject line.
5
Click Next.
When sending a subscription by email, the SMTP From address cannot contain spaces.
To send a subscription to a file location
1
Select File Location in the Send to box.
2
Select the format in the Format box.
You can specify HTML, MHTML, Excel, Word, CSV, TSV, or XML.
3
Enter the UNC File Path for the file location.
You may also choose to overwrite old copies of reports or include the date and time in the filename of generated reports.
4
Click Next.
To send a subscription to an FTP site
1
Select FTP Site in the Send to box.
2
Specify the format in the Format box.
You can specify HTML, MHTML, Excel, Word, CSV, TSV, or XML.
3
Enter the name of the FTP server, user name, password, and directory.
The default FTP user name is “anonymous”. You must re-enter the password to confirm it. You may also choose to overwrite old copies of reports or include the date and time in the filename of generated reports.
4
Click Next.
FTP passwords are neither stored nor transmitted securely. Valuable passwords should not be used for this purpose.
To send a subscription to a web site
1
Select Web Site in the Send to box.
2
Specify the format in the Format box.
You can specify HTML, MHTML, Excel, Word, CSV, TSV, or XML.
3
Enter the URL for the web site.
You may also choose to overwrite old copies of reports or include the date and time in the filename of generated reports.
4
Click Next.
To send subscriptions to file locations, FTP, and web sites, you must have write privileges for these directories/virtual directories. This setting must be set manually, as write privileges are not granted by default.

Selecting Reports for the Subscription

You can select reports from the available list to include in the subscription.

To select reports to be included in the subscription
1
Click Add.
The treeview is displayed.
 
2
Click Next to set filters and then click Finish.
3
Click Next.
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