Consolidating email report data

End users who are allowed to modify settings in their personal email report can consolidate data from their other email accounts or aliases into one report. They can also consolidate another person’s email addresses, such as an assistant consolidating a manager’s addresses into one report. Reviewing and managing one report versus several reports may help save time.

Note that if LDAP synchronization is enabled for the account, all aliases associated with an end user will be automatically listed on the Change Subscription screen under Manage subscription addresses. The end user can then add one or more of them into one consolidated report.

End users who want to consolidate addresses can do the following:

  • From the personal email report, click Change Subscription.
  • Under Manage Accounts, check the box for the email address or addresses to be added if a list is given, or enter the email address. The address must be from one of the domains owned by your company. For example, company xyz might have these domains: xyz.com, xyz.co.uk, or xyz.com.au.
  • Click Add Address.
  • To add a new email address, the end user must receive approval from the owner of that address. Clicking Add Address sends an email request for approval to the address owner. Until the owner approves the request, the email is marked “pending approval by owner.” If the owner approves the request, the requestor is notified by email and the “pending” status is removed. The owner may choose to decline the request in which case the user may not add the email address to their personal email report.
  • To remove an address from the report, clear the check box next to the email address that they want to remove. Clearing the box reveals a “Remove” link. End users who click on this link are asked to confirm they want to remove the address.

Note that after they have created a consolidated personal email report, end users who then order a message report, or are set up to automatically receive a report, receive the consolidated report. If the end user wishes to receive reports from more than one subscription (for example, an individual and a consolidated subscription), you, the administrator, must create these subscriptions in the cloud portal portal.