Report Settings

In addition to the actual structure of the report, it also has settings for execution, e-mail sending, storage location, etc.

In the menu in the Web Administration, click Reports (the list of existing reports opens).

To make the settings for a report, click on the Report Settings icon at the bottom right of the report view.

Field Description
Execution interval Enter the execution interval here. When set to Never, the execution must always be started manually.
Date from The date (or date and time if an hourly interval is specified) on which the data collection period begins. When there is a set execution interval, this date is shifted by one interval after the report has been generated by the report service.
Date to The date (or date and time if an hourly interval is specified) on which the data collection period ends. When there is a set execution interval, this date is shifted by one interval after the report has been generated by the report service and cannot be edited (otherwise the interval would no longer be correct). The end time can only be edited if the interval Never was selected.

The data summary function summarizes data records - depending on the report - in a meaningful way (e.g. all print jobs of a user that occurred on one day are summed up and displayed as one line in the report). This increases the readability of the report (Automatic Summary, default setting). If you want to see the transactions as individual lines in the report, set the setting to No Summary.

Field Description
Storage location for report Specify a path where the reports are saved. Note that the ReportService must be able to access this path.
File format Format in which the report is generated (PDF or CSV).

You can be notified by e-mail when the report has been generated. The report can also be attached to this e-mail.

Field Description
Notification active Specify whether or not to send an e-mail for this event. If this setting is not available, the notification cannot be deactivated.
Type of notification The e-mails can be sent in HTML or text format. In some places a message can also be sent as a push notification with IQ4docs Messenger, see also IQ4docs Messenger. The length of push notifications may be limited depending on the operating system.
Recipient Specify one or more e-mail addresses (separated by semicolons) to which the e-mail should be sent. It is also possible to use the e-mail address stored with the user (%EMAIL%), see also Variables.

If this field is not displayed, the e-mail notification automatically uses the e-mail address of the user executing the workflow (this field is not available for push messages). When testing the connection, the e-mail address of the user currently logged in to WebAdmin is then used.
Sender Specify an e-mail address to be used as the sender of the e-mail. This is also the address that is used when the recipient of the e-mail clicks on Reply in the e-mail program. It is also possible to use the e-mail address stored with the user (%EMAIL%), see also Variables; this can be useful for some events, since the user who has encountered the problem can be contacted by e-mail.

If this field is not displayed, the e-mail notification automatically uses the e-mail address of the user executing the workflow (this field is not available for push messages). When testing the connection, the e-mail address of the user currently logged in to WebAdmin is then used.
Language Select the language in which the e-mails should be sent.
Subject Specify the desired text to be used as the e-mail subject.
Message Enter the desired message here. Depending on the type of notification, use plain text or HTML code here.

If this field is not displayed, the text will be supplied in full from the message template.

Send Test Notification sends a test message with the selected settings. For the test, the user data of the user who is currently logged in to the WebAdmin are used (if you make changes to the data of this user, you must log out and log in again in order for this data to be loaded). It might not be possible to resolve variables at this point because the workflow was not actually executed. When testing, also note the settings for the recipient and sender.

Load Defaults fills the fields for Recipient, Sender, Language and Subject with default settings - any values that may have been entered are replaced.

Attach report to e-mail: If you want the report to be attached to the e-mail that is sent, activate this option. Note that reports can become relatively large for an e-mail attachment.