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user:jobs:rep [25/06/2018 16:27]
tagr [Send a Report by E-mail]
user:jobs:rep [21/11/2018 11:37] (current)
tagr
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 ====== Send a Report by E-mail ====== ====== Send a Report by E-mail ======
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 This [[user/​jobs/​jobs|job]] can be used to automatically generate and send [[user/​reports/​reports|reports]] about units' activity to your e-mail(s). ​ This [[user/​jobs/​jobs|job]] can be used to automatically generate and send [[user/​reports/​reports|reports]] about units' activity to your e-mail(s). ​
  
-Choose ​report ​templatefile format(s) and parameters. Specify report interval: choose particular dates or specify any time interval for previous X minutes/​days/​weeks/​months/​years. Afterwards, for the //Content// item specify whether you would like to receive files/​archives or the link on FTP server (Wialon or [[:cms/accounts/dialog#​advanced|custom one]]) where the corresponding files/​archives are stored. In the //​Recipients//​ section enter e-mail address(es) to send reports to+To receive a report ​by e-mailin the [[cms/billing/general|general properties]] of the billing plan, specify ​the e-mail address ​from which system messages should be sent.
  
-To find out more on file formats ​or parameters ​description,​ see //[[:user/​reports/​query/​export|Export ​Report ​to Files]]//.+To configure sending the report by e-mail, specify the following:​ 
 + 
 +**Resource**\\ In the drop-down list, select the resource which the required report template belongs to. To view the templates of all resources available to the user, select //All available//​. 
 + 
 +**Report template**\\ In the drop-down list, select the required report template. The list shows only those templates which belong to the selected resource. 
 + 
 +**File format**\\ Check the format (s) in which the report should be sent. The following formats are available: HTML, PDF, Excel, XML and CSV. More information about file formats ​and their parameters ​can be found on the //​[[user/​reports/​query/​export|Export ​report ​to file]]// page. 
 + 
 +**Parameters**\\ Specify additional report parameters:  
 +  * compress report files (HTML, CSV, XML files and files larger than 20 MB are always archived),​ 
 +  * split chart by days/weeks,  
 +  * disable links to Google Maps in PDF and Excel files, 
 +  * attach map (for PDF and HTML only).  
 + 
 +For the attached map, the functions //Squeeze in all graphics// and //Hide cartographic basis// are available.  
 + 
 +**Interval**\\ Specify the reporting period. For the //For previous ...// interval, it is possible to activate the //Including current// option so that the report is executed not for the latest full period, but for the //current// one.  
 + 
 +**Content**\\ Choose whether you want to receive file/​archives or a link to an FTP-server (Wialon or [[cms/​accounts/​dialog#​dopolnitelno|your own]]), where the files/​archives are stored.  
 + 
 +**Recipients**\\ Specify the e-mail addresses to which the report should be sent.
  
 {{ :​jobs:​report.png?​nolink }} {{ :​jobs:​report.png?​nolink }}
  
-In the list of report ​templates, only those that belong to the same resource as the job are displayed. Depending on template ​typeyou choose appropriate objects ​for report generation in the next page of the dialog — units, groups, users, drivers, routes, resources, or retranslators. To apply the job for those objects, you should have a special access to them — //Query messages or reports// (besidesunits are taken here from the [[user/​monitor/​list|work list]] of the Monitoring panel)+Depending on the type of report, ​next it is offered to select the elements for which the report is executed. The list displays ​only those objects ​that belong to the same resource as the report ​template, ​and for which the user has the //Query messages or reports// ​access right. If the access right to the object ​(or the object itself) was deleted, the created task is not executed
  
-Reports can be sent as job using file compression. In this case a letter sent to e-mail contains ZIP archive. The name of the archive consists of a report template name and a date (yyyy-mm-dd)Upon receiving such a letter, extract files to a folder and open them with applications dealing with corresponding formats. Here are some rules of files zipping:+:!: When selecting ​unit, the list displays only those that are currently in the [[user/​monitor/​list|work list]]  ​of the monitoring panel.
  
-  * **Compulsory zipping**for the files in HTML, CSV, and XML formats, as well as for the files with total size exceeding 20 MB. +:!: The information about the geodata ​in such report is shown in accordance ​with the [[user/​set/​maps|settings]] of the user-creator of the resource ​in which this job was created.
-  * **Zipping upon flag activation**:​ for the files in PDF or XLSX format.+
  
-:!: //Hint//.\\ +Below are a few practical examples of jobs usage with an interval of the //For previous ...// type.
-  * To receive a report by e-mail, in the [[cms/billing/general|general properties]] of the billing plan, specify the e-mail address from which system messages will be sent.+
  
-  * To get the **daily report**, select the //For previous 1 days// interval of the report and enter some night time, e.g. 3 am, in the execution schedule. Then, when you come to work, all the necessary reports for the previous day will already be in your e-mail box.\\ If the workday ends after midnight, as some cars may arrive late, the daily report can be configured in the following way. Select the //For previous 24 hours// interval of the reportand enter 4 am as the  activation time for the job. Then the report ​will automatically ​be executed once a dayat 4 am, and will contain ​the analysis of the data for the past day. In this case, the trips that end after midnight ​will not be split into two parts. ​+  * To get the **daily report**, select the //For previous 1 days// interval of the report and enter some night time, e.g. 3 am. Then, when you come to work, all the necessary reports for the previous day will already be in your e-mail box.\\ If the workday ends after midnight, as some cars may arrive late, the daily report can be configured in the following way. Select the //For the previous 24 hours// interval of the report and enter 4 am as the activation time for the job. In this case, the report ​is automatically executed once a day at 4 a.m. and contains ​the analysis of the data for the past day. In this case, the trips that end after midnight ​are not split into two parts. ​
  
-  * To receive a **weekly report**, select the //For previous 1 weeks// report interval, enter some night time in the execution scheduleand in the time control limit, select Monday. Thus, by Monday you will have reports for the past week.+  * To receive a **weekly report**, select the //For previous 1 weeks// report interval, enter some night time in the execution schedule and select Monday ​in the time control limit. Thus, by Monday you will have reports for the past week.
  
-  * To receive a **monthly report**, select the //For previous 1 months// report interval, specify the time in the execution scheduleand in the time control limit, ​check the box of the first day of the month. Thus, the corresponding report will arrive on the first day of each month for the previous month.+  * To receive a **monthly report**, select the //For previous 1 months// report interval, specify the time in the execution schedule and check the box of the first day of the month in the time control limit. Thus, the corresponding report will arrive on the first day of each month for the previous month.
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