Prerequisites:

The email settings must be configured in the Agency Office Module to be able to send emails through Companion.
The intended recipient of a report must have a valid email address listed in the Communication items on their profile.

HomeTrak recommends that for any report you want to automate, manually generate the report first. Then view it on the screen to verify the report contains the desired information. After confirming this, set the system to automatically generate the report at a specified day and time.

Setup the Automated Report emailing settings:

You can set any printed report or calendar to generate and send by email on a regular basis. To access the Automated Report setup, generate a printed report in the normal manner. Then click on the dropdown arrow beside the Email button on the report toolbar. Select Automate Report Emailing in the dropdown menu. This opens the Automated Report setup screen.

Automated Report Email

Verify the report settings

Use the Change Individual Filter Options tool to select which people's data to include in the report output. (This tool corresponds to the Find Area from the Report Module.)
Use the View Settings tool to select the options specific to this report. (This tool corresponds to the Report Options.)

Most reports display data based on a date range. Choose the appropriate Date Offset from the dropdown to set the date range relative to the date the email is generated. There are several predefined options, as well as an option to set a custom offset.

EXAMPLE: If the chosen Date Offset is "Yesterday", the report will always been generated with data from the period one day before the date the email is generated. This would be equivalent to a "Custom Day Offset" with an Offset Start and End of "-1".

Select the recipients who should receive the email:

Use the Add tool in the panel Who this should be sent to at the bottom of the Automated Report setup screen to add each person who should receive a full copy of the emailed report. NOTE: By default, the currently logged in Office Staff user is already added to this list.

Create and send as:

If the Create and send as: dropdown is set to "Single report sent to any person", the entire report contents will only be sent to the people listed in the Who this should be sent to panel.
If the Create and sent as: dropdown is set to "Each Individual receives their own report", the entire report contents will still be sent to the people listed in the Who this should be sent to panel. In addition, each person in the individual filter will also receive a copy of the report that contains only their own information.

You can verify the people who will receive the report information, and their email addresses, using the Show People who will receive Email tool on the ribbon. Emails will be sent to all email addresses identified on the person's profile.

Schedule the Automated Report emailing:

Use the Add and Edit tools in the panel When this should be sent at the bottom of the Automated Report setup screen to add each point that the report should be emailed. Each point consists of a Day of the Week and Time that the email should be sent. A point must be added for each Day of Week/Time you wish to schedule the report to be sent.

Set the Email Subject and Body:

Finally, set the subject line and body content for the email(s) that will be sent by entering information in the fields Email Subject and Email Body.

View Output:

You can verify the report output by clicking on the View Output tool on the ribbon to preview the report.

Once you are satisfied with the Automated Report setup, click Save to complete the setup.

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