Email - ReportsDNA Manual

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ReportsDNA can automatically email a workbook after a report is generated. The email tab contains all the settings necessary to send out an email. Each setting is described in the following sections. This

1. Email After Generate

Specifies the email action. It can be set to one of the following options:

No - an email will NOT be sent
Preview - an email will be generated but not sent.
Send - an email will be generated and automatically sent.

Note: This report-level setting has an equivalent Workbook Setting, which can override it.

2. Suppress Page Breaks

When checked, this setting turns off ReportDNA's Smart Format feature. This is useful when the report content will be placed directly in the body of the email.

3. Remove Bad Addresses

When checked, ReportsDNA will remove all addresses in the TO, CC and BCC fields that Outlook can not resolve. Unresolveable addresses can be placed in the body of the email by adding the Bad Addresses variable.

4. Email Content

Email Content specifies how the report should be sent. It can be set to the following options:

Attachment - the entire workbook is included as an attachment in the email.
Body - the report content is included the body of the email message
Body & Attachment - the report content is included in the body of the email message and the workbook is included as an attachment.

Attach setting - Specifies whether to attach the entire workbook or just the report's worksheet. This setting is only enabled when Email Content has a setting that includes an attachment.
Availability: 1.1+

5. Email Format

Specifies the format used for the email body: HTML, Plain Text, Default. The HTML format offers the greatest flexibility and can take html tags.

6. Attach

Indicates what to include as the attachment when the Email Content setting specifies an attachment.

Workbook - the workbook containing the report will be attached to the email.
Worksheet - only the worksheet that contains the report will be attached to the email.

Note: this feature is only enabled when the Email Content setting is set to Attachment or Body & Attachment
Availability: 1.3.1+

7. Zip

When set, the attached report will be compressed into a zip file. Compressing the report in a zip file has two benefits:

Generally, the size of the email will be smaller.
A zip file is recognized as a safe file to include as an attachment; therefore, the email program will allow it as an attachment. Email programs and virus scanners may display an alert when a spreadsheet is sent that includes macros. If your report contains macros, then it may be preferable to zip the attachment to ensure it isn't blocked. ReportsDNA does NOT add any macros to a report.

Availability: 1.3.1+

8. TO

Specifies the addresses for the email's To field. Separate multiple addresses with the separator configured in Outlook (e.g., a semicolon).

CC

Specifies the addresses for the email's CC (carbon copy) field. Separate multiple addresses with the separator configured in Outlook (e.g., a semicolon).

BCC

Specifies the addresses for the email's BCC (blind carbon copy) field. Separate multiple addresses with the separator configured in Outlook (e.g., a semicolon).

9. Subject

Specifies the text that will be used for the email's subject. This field accepts Variables.

10. Body

Specifies the text that will be used for the email's body. This field accepts Variables.

ATTENTION: Add the Report Content , &[Report], variable in the Body field to add the report directly in the body of the email.

Click here to download the see working examples of reports that email below.

EXAMPLE	DESCRIPTION
Email worksheet as attachment	Automatically sends the report (worksheet, not the workbook) as an attachment to the same email recipients each time the report is generated.
Email report content in body	Generates an email preview (does not send it automatically) with the report in the body of the email in HTML format to the same email recipients each time the report is generated.
Email to Dynamic Recipients	Generates an email preview (does not send it automatically) with the report in the body of the email in HTML format to the email addresses in the Email field of the data. It also attaches the entire workbook to the email.
Removes bad email addresses	Automatically sends an email with the report in the body of the email in HTML format to the email addresses in th Email field of the data. It removes any email addresses that are not resolveable (bad addresses).