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Delivering Scheduled Reports by Email
You can choose to have all of the reports on a schedule delivered by email. Reports are always delivered to a network share, since some organizations do not allow certain file types to be sent, and restrict the size of attachments.
To configure email, you need to provide an SMTP server. Your administrator may have provided a default server for you to use; otherwise you will need the server name and port number. Unless the SMTP server is configured to accept anonymous connections, you need to provide valid credentials for the SMTP server. The same SMTP server will be used for all schedules. If you change the SMTP settings on one schedule, all other schedules will be automatically updated.
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.
To set up email delivery of reports
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If you make changes to the mail server configuration, all schedules will be updated.
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If the Subject field is left blank, the default subject from the template will be used.
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For more information, see Modifying Scheduled Email Messages.
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Click OK.
To configure your mail server for all schedules
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Click Configure mail server.
If your administrator has configured a default SMTP server, or if you have previously configured an STMP server for a schedule, the fields are filled in.
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For information on adding credentials see “Using the Credential Manager” on page 58.
If your SMTP server is configured to accept anonymous connections, you do not need to provide an account.
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Click OK.
Modifying Scheduled Email Messages
When scheduling reports, one of the Delivery options is to Send Email. When the Send Email option is selected, the NoAttachmentTemplate.xml template is automatically loaded into the Body field as the default message. (For more information, see Modifying Scheduled Email Templates.)
You may modify the email message for this schedule, but it is important to note that the email template contains variables and tags that control the content and layout of the email message.
The following options may be used anywhere within the body of the message.
To create a section that will be repeated for every report in the schedule, use <repeat> and </repeat> to indicate the beginning and the end of the section.
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.
<Body>
<static>The report schedule "{%REPORT_SCHEDULE%}" has successfully completed. The following reports can be found in this location:
<link>{%NETWORK_PATH%}</link>
</static>
<repeat>
<row>
<plaintext>Report Name:</plaintext>
<dynamictext>{name%}</dynamictext>
</row>
<row>
<plaintext>Description:</plaintext>
<dynamictext>{description%}</dynamictext>
</row>
<row>
<plaintext>Filename:</plaintext>
<dynamictext>{%filename%}</dynamictext>
</row>
</repeat>
</Body>
Modifying Scheduled Email Templates
You can choose to have all of the reports on a schedule delivered by email (see Delivering Scheduled Reports by Email for more details). The success, failure, or attachment size of the scheduled reports determines which email template is used.
The templates are located in the following directory on the computer where the Enterprise Reporter server is installed:
Email templates are provided for the following four scenarios:
A schedule does not complete successfully.
FailureTemplate.xml
FailureTemplate.xml
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 helpfu. For more information, see Email Template Structure (.xml).
Email Template Structure (.xml)
The template files contain tags such as <EmailTemplate>, <Subject> and <Body>. The attributes and textual content of these tags may be modified. For example, to change the subject of an email template, open the applicable template file and change the content between <Subject> and </Subject>.
To add more information to the email messages, the following tags can be repeated within the same template:
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.