Selecting delivery options
Steps
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Select the File format for the generated reports.
Format Descripttion PDF Portable Document Format. Recipients must have Adobe Reader v7.0 or later to view the PDF reports. CSV Comma Separated Variable file. Recipients can open the report output in Microsoft Excel or another spreadsheet program. -
If desired, customize the email that will be sent.
- Enter a custom Subject.
- Enter custom Body text.
Click Reset Email to revert to the default text.
- By default, the list of reports that are executed by the job is included in the email. If you have removed the list from the Body of the email, click Insert
Report List, after accessing the input for the Body, to add the list of reports back into the contents of the email.
- The details provided in the email reflect both the reports that ran successfully and those that failed to generate.
- Smaller reports that ran successfully are attached to the email. If a total size of all report files exceeds 5MB, a link to the report is provided.
- Reports that exceed a predefined maximum number of rows (by default, 100,000 for PDF files, or 300,000 for CSV files) are attached, but truncated.
- If an email is sent with files attached, but the email fails, it is assumed that the mail server was not able to handle the attachments. A second email is sent that includes links to the reports.
- If report generation fails for one report assigned to a job, the job continues to generate the remaining reports.
If at least one report fails, but others are successful, the job status is set to Failed. A failure email is also sent, but includes the reports (or links to the reports) that completed successfully.
- You must select I understand and accept that scheduled reports may contain sensitive data and be transmitted via unsecured channels in order to add a new job.
- Click Finish to save the job and add it to the Scheduler page.