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Report Binder - Set Up Scheduler Email

Access this form using MIP Fund Accounting>Reports>Report Binder.

Use this tab to define an email distribution list for each binder in the system that can be used whenever the option to email the binder is selected as part of a scheduled task. Enter an email address in the From, To, Cc, and Bcc fields. To enter multiple email addresses, separate each address with a semicolon (;) and a space.

Note: You must have configured your Simple Mail Transfer Protocol (SMTP) settings for email using Organization>Organization Information>Email Setup tab. See Configuring SMTP.

To schedule a group of selected reports and send them as an attached PDF via email, click Scheduler and select the Output Option to Email PDF. If this option is selected, the scheduled task process creates an email, each report in the report binder will be attached as a PDF, and an email is sent to each recipient whose email address was entered on the Set Up Scheduler Email tab of the Report Binder. This button is not available if adding or editing a Report Binder. The Binder must be saved first, and then the button becomes available. Each report binder should have its own list of email recipients. For more information, see Report Binder Scheduler.

Define Email Routing

From: Enter the email address from where the email is being sent. (This is required to email.) For example, you might want to enter your company’s email address here if you have rights to monitor it.

If the Use Custom Credentials check box was selected and a User name was entered on the Organization>Organization Information>Email Setup tab, the “From” email address here must match the User name, in order to use the Report Binder Scheduler.
You cannot use a User name with someone else’s email address when the Use Custom Credentials check box was selected.

To: Enter an email address of the person you want to receive this report. When you decide to schedule email tasks, the system only uses the email addresses entered here.

Note: If you are entering multiple email addresses, separate each address with a semicolon and a space. Example, you@email.com; me@email.com.

Cc, Bcc: To send this report binder to another email address, enter that email address here. (The email address entered displays on the email being sent; however, the Bcc email address will not display on the email.

Customize Email Content

Subject: Enter an email subject line for your report binder. It is important to make this specific so the receiver knows what they are getting in their email box.
Message: Enter the message body for the report binder. You might consider listing the name and descriptions of the reports that are included in the report binder.

Send Test Email: Click this button to validate that the information provided is valid and that SMTP will work with the system to email forms and reports. If you entered From and To email addresses (on the Organization>Organization Information>Email Setup tab), the system will use them to test the connectivity with the Server each time this button is clicked. If the From and To email address fields were left blank, the system will only verify that the Server, Port, and User and Password fields have information but a test email will not be sent when this button is clicked.

Consider using Report Binder Scheduler to schedule tasks to run automatically at scheduled times. The Scheduler works behind the scenes, polling the databases for scheduled tasks at user defined intervals. Reduce processing time by producing reports after regular office hours when there is less network traffic.