Email Report Form - Content, Addresses, and Messages Tabs (Edit only)

Now that we covered the tabs and fields available on the Email Report New screen, we will cover the tabs and fields available on the Email Report Edit screen.

Content tab

Name	Description
Available Report List	This contains a list of the Standard or Designer report definitions that are available in the TMS database segment selected on the Main tab.
Selected Reports	This is a list of the Standard or Designer report definitions that have been selected for inclusion on this Email Report.

Addresses tab

Name	Description
Resources	This is a listing of all of the resource email addresses that are available to you in the system. You can select recipients of this report from these addresses, or you can manually enter other email addresses in the Addresses fields.
Addresses	The TO, CC, and BCC can be populated with recipient addresses from the Resources list, or you can manually type in a valid email address.

Messages tab

Name	Description
Subject	This is the subject of the email that will be sent to the recipients listed on the Addresses tab.
Header	This is the header that will be included in the body of the email.
Footer	This is the footer that will be included in the body of the email.

Schedule tab

Schedule field group

Name	Description
Next Send Date/Time	This is the next day and time you want this report to generate.
Frequency	This is how often the report should generate.
Interval	This is the interval, based upon the Frequency, that this report will generate.
Last Sent	This is the last date and time that this report was generated.

Options group

Name	Description
Skip If Empty	Check this option if you don't want the report to generate when there is no data in the report definitions.
Skip Weekends	Check this option if you don't want the report to generate on Saturday or Sunday.

Exceptions grid

This grid contains a list of exceptions to the scheduled generation dates for this report. You can specify a beginning and ending date, if the exception is non-recurring, or a month and day, if the exception is an annual occurrence. For example, you might not want this report to generate on a given holiday that occurs on the same day, like July 4th, since many staff members are not available to work.

Security tab

The Security tab is where you set up the report's security. This tab has only one grid. Unless a user is added to the grid, all users have full access (viewing and editing) to this report.