Who is this article for?
Client Administrators Who will be able to run a report on all users on the system
Client Managers Who will be able to run a report on the users they are responsible for.
This report will allow you to view all emails that have been sent or are scheduled to be sent from the system. You will be able to see who sent the email from the system, along with the date and email type received.
First select your Primary Filters based on what you would like to view:
Email Type - This allows you to select from a list of the active email templates your system has in place.
Sent Date - This allows you to enter a date range for when emails were sent from the system.
Scheduled Date - This allows you to enter a date range for if the emails have not been sent from the system yet, but they have been scheduled to be sent on a future date.
Once you have selected the filter options you require, click 'Run Report' or 'Apply Filter'. The results will then show in the report.
You can select a Secondary Filter which will allow you to further filter your results down. A new filter column will appear on the right hand side to allow the Secondary Filter criteria to be selected. The example below shows selecting Department from the Secondary Filter.
Once you have selected the required filters, press Apply Filter and the data will update in the table below.
The dashboard will load general data based on the Primary and Secondary Filters you have applied.
Emails sent - This will tell you how many emails have been sent that are as a result of the Primary and Secondary Filters that you have applied.
Emails Sent By Type - This will show in a graph the types of emails issued from the system. These are expandable by clicking on the graph or the blue arrow.
Logged In Since Last Email - This will confirm if a user has responded to the email and logged into the system. This are expandable by clicking on the pie chart or the blue arrow.
Un-Emailed Active Users - This is a clickable number that will re-run the report to show all users who are active on the system but have never been emailed.
The Results Table
All of the data that is a result of the Primary and Secondary Filters will show in the Results Table section at the bottom of the page. The report below shows the standard columns, but you can add additional information by choosing the Add more columns? option.
Saving the Report
Once you have run a report you are happy with, click Save to access the report for future use.
On clicking Save, a new screen will appear where you can give a name and description for your report. Once you have saved this your report will show up in the list of Your saved reports when you go back to the Reporting System screen.
Running the report from Your saved reports will run an up to date report based on the current data at the time it is run.
Exporting your Report
You can export your report to Excel/CSV by selecting the following button from the dashboard