Enable/Disable Smart Elements in Emailed Reports

Click the Smart Email sub-tab.

Select the Display 'Open Report in Smart Mode' button check box.

Selecting this check box ensures an Open Report in Smart Mode button is displayed at the top of the emailed report.

If this check box is selected, the Open Report in Smart Mode button displays even if smart mode has been turned off on the Smart Elements > Smart Settings Sub tab. This check box should NOT be selected unless you are certain that smart elements will be defined and should be enabled in emailed distributions of this report.

In the Auto-Login field on the right, select the type of security to be enforced for recipients of emailed reports:

• Select No Automatic Login to ensure that all recipients are prompted to enter their Member ID and Password upon clicking the Open Reports in Smart Mode button.

  With this option, only members of Maintenance Connection will have the ability to view the report in smart mode.

• Select Use Email Address then Auto-Login User to provide auto-login to the report.

  Members of the system are automatically logged in based on the member credentials associated with their email address. Email recipients without a matching member profile are automatically logged in using the user credentials specified in Step 4.

• Select Use Email Address Only to only provide auto-login for members of the system based on the member credentials associated with their email address.

  Email recipients without a matching member profile will need to provide login credentials in order to log into the system.

• Select Use Auto-Login User Only to automatically login using the member credentials of the user specified in Step 4.

  This option allows all recipients of the emailed report to access smart features without requiring any authentication (or login).

If Use Email Address then Auto-Login User or Use Auto-Login User Only was selected in Step 3, select the user / member credentials to use when email recipients are logged into the system from the User field.

Email recipients are automatically logged into the system using this user's credentials upon clicking the Open Reports in Smart Mode button.

Use other tabs in the Report Setup window to make any additional desired changes to the report.

Click the Apply button.

Your changes are saved. The Report Preview window opens. If you accessed the Report Setup window from the Report List, you are returned to the Report List.

Use the Email button on the Report Preview toolbar to send smart email reports to designated recipients.

Click the Smart Email sub-tab.

Clear the Display 'Open Report in Smart Mode' button check box.

Click the Apply button.

Your changes are saved.

The Auto-Login functionality does not work in conjunction with the Rules Manager option to send reports as an attachment. Configuring a rule to send a report with Auto-Login enabled will result in the report not displaying as an attachment in the sent email.