In this topic you will learn how to Process Reports - Output type E-MAIL (User may enter text in the body of email). This is the preferred method if the user desires to send the report via email.
NOTE: This topic teaches the user to use an alternative method for distributing reports via email. This method allows the sender to enter text into the body of the email.
For this exercise, the same Report Request as used in the last lesson will be utilized.
On the Process Scheduler Request page, the Type must be changed from "Default" to "Email".
The Format will automatically change to XLS, and a new link called Distribution displays when the Type Email is selected.
Enter the desired information into the Message Text field. Enter "Please review."
NOTE: The email feature is a great tool. However, it does not allow the sender to "preview" the report output before sending it to the recipient.
Click the Refresh button every 15 - 20 seconds until the Distribution Status is "Posted".
The report is processes and the system delivers an email to the specified users.
Double-click the TBFUND.xls or TBALLFND.xls attachment.
This completes Process Reports - Output type E-MAIL (User may enter text in the body of email).
Enter the desired information into the Message Text field. Enter a valid value e.g. "Please review."