Introducing CA GMI › Standard CA GMI Features › Standard Object Views › Standard View Options › Mail Report Option

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Mail Report Option

You can email an object view report in PDF, HTML or Excel format using the Windows Client Mail Report icon (Mail Report icon) from the toolbar of the object view.

Note: The Customize Reports Wizard in the Web Client provides an email output report option. For more information, see the CA Vantage SRM Web Client Guide.

When using this Windows Client feature, the output includes all the information from your object view as it appears in your object view at the time you generate the report. Before you generate the report, you can use other object view options (such as filter, sort, color code, and so on) to design how the information appears in your object view and subsequently how the report appears. The number of records in the report depends on the Record Range settings. You also have the option of using the View and Output Definition feature to customize reports with the appearance and information you want.

To quickly mail an object view using the Mail option in the Windows Client

  1. Click the object in the Object Tree view.

    The object view appears.

  2. Click the Mail Report icon (Mail Report icon) from the toolbar of the object view.

    The Output Action>Record Range dialog appears.

  3. Indicate how many rows of information you want included in the attachment report.
  4. Click Next.

    The Output Action>Destinations>e-Mail dialog appears with the box next to e‑Mail checked and the Define mail addressee link highlighted.

  5. Click Next.

    The Output Action > Destinations>e-Mail dialog appears as shown in the following sample:

    Email Report Destination dialog

    Note: If you have defined a Mail to Address in the Global Options feature then that defined email address will be displayed in the Output Action> Destinations>e-Mail dialog.

  6. Provide the email address, subject, body text to be included in the email, and file format of the attachment object view report, then click Perform.

    The Output Action> Destinations>e-Mail dialog closes. An email is created and sent with the object view report attached.

Note: For more information about the Output Report dialogs, click the Help icon in the Output Reports dialog.