Using the Management Console › Email a Report

Email a Report

You can email a report in PDF format to specified recipients. You can email the report immediately or schedule it to be sent at a later time. For example, you can email Call Activity reports to coworkers in the IT department to provide detailed data for use in capacity planning. Or you can send incident reports on a regular basis to help your team track the performance of the entire VoIP system.

The administrator must configure an email server to enable this feature. You can create schedules for a report that you have permission to view. The administrator can create schedules for a report and can change all schedules.

Follow these steps:

1. Click OPTIONS, Email Page at the top right of a report.

   The Scheduled Email Properties dialog opens.

2. Complete the following fields and then click OK.
   • Send To: Enter email addresses in the following format: <name>@<domain>.
   • Reply To: The email address of the user who configures the email schedule. This option is available only when the administrator has configured a “Reply To” address in the user properties.
   • Subject: A descriptive subject for the emailed report. Include the report title and Locations or components included in the report.
   • Message: (Optional) A message to accompany the emailed report.
   • Time Zone: Select the time zone of the intended recipient.
   • Send Now: Select this option to send the email immediately.
   • Send on a Schedule: Select this option to send the report on a regular basis. When selected, the following options appear:
     • Send Daily: Send the email once per day. If enabled, reveals check boxes where you can select the day of the week to send the report. By default, the report is mailed every weekday (Monday through Friday) at 0:30 hours in the time zone of the management console. The time frame of the daily report is the previous day.
     • Send Weekly: Send the email once per week. By default, the report is mailed every Sunday at 01:00 in the time zone of the management console. The time frame of the weekly report is the previous week (Sunday through Saturday).
     • Send Monthly: Send the email once per month. If enabled, reveals menus where you can select the day of the month to send the report. The monthly schedule sends the report on the first day of each month at 01:30 in the time zone of the management console. The time frame of the monthly report is the previous month. This option is available only for Capacity Planning reports.
   • Output Orientation: Select whether the email displays the report in portrait format or landscape format.
   • Page Size: Select a page size that accommodates the amount of data in the report. For example, for a report in the Landscape orientation, select the Legal paper size, which is wider than the Letter size.