Email Sub-Tab (Schedule Email Distribution)

Click the Email sub-tab.

Select On from the Email Schedule field.

Additional controls appear on the page that allow you to define the schedule for this report.

Select the frequency this report should be generated for distribution from the Frequency fields.

Enter the date and time the email report generation should begin in the Begin On fields.

If you want to exclude distribution on particular days of the week, select the appropriate date check boxes in the Exclude the Following Days area.

Select the type of attachment that should be included in the report from the Attachment Type field.

For most reports, the HTML option is preferable. The XML and CSV options are most often used when reports are to be opened in Excel or another software program.

Select the Do not send if report returns no records check box if you do not want Maintenance Connection to send the report if the report is empty.

Choose between two options:

Enter the recipients of the emailed report in the Email Recipients field.

You can manually add recipients, using a comma to separate addresses.

Select members of Maintenance Connection or individuals already in your address book:

1. Click the Add button.

   The Select Recipients window opens, prompting you to select recipients.

2. Select the type of recipient you want to add from the field at the top of the window.

   The list refreshes with the appropriate individuals listed. Records shown as disabled do not have email addresses specified in their record.

3. Choose between two options:

   • Double-click the name of the individuals you want to add.

   • Add more than one individual:

     1. Select the individual you want to add.

        Press and hold the CTRL button on your keyboard to select multiple values.

     2. Click the To button.

        The individual is moved to the field on the right.

4. If you have added an individual in error, double-click the name in the field on the right.

   The individual is removed from the list.

5. Click the Apply button.

   You are returned to the Email sub-tab.

Enter the from name and from email address in the fields on the right side of the window.

Click the Apply button.

Your changes are saved.

Click the Email sub-tab.

Select Off from the Email Schedule field.

The additional controls on the page disappear.

Click the Apply button.

Your changes are saved.