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Configuration > Reports > Email Report Notifications > Flex Email Reports
Unlike Secure reports, Flex Reports do not require the recipient to log in to view the report. Instead, the email notification includes the report content in the body of the email message. Email Flex reports also differ from email Secure Reports in that they require a recipient, as well as Date and Frequency settings. Flex report content is specified as part of the notification itself, and is included in the email sent.
The report content is based on the Query Text, an SQL query that is run each time the report is generated. The following example shows how Query Text is used together with Data Row to form report content.
The query text select distinct materials.materialname, materials.materialid from materials where materials.deleted='0' will take the entire column of material names and corresponding material ID numbers from the data table called Materials, but exclude any materials that are marked for deletion.
Using the Query Text example above, setting the Data Row to {materialname} {tab} {materialid} {crlf} will make each line of the report consist of a material name, a tab separator, the corresponding material ID, and a line break. CISPro Global includes some Report Macros that can be used on the email report configuration page in place of some commonly used data items. The use of these macros is discussed in Email Report Tools.
| 2. | Complete the applicable report settings as described in the following table |
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Report Name
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The report name, which has already been specified and saved, can be changed on the setup screen.
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Start Sending On Date
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If this date is the current date or earlier, the report may be sent as soon as it is saved, depending on the frequency (see Send Frequency Options, below, for an explanation of how the Frequency and Start Sending On Date settings work together).
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Stop Sending On Date
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Enter a date after which the report should not be sent, or leave this setting blank to keep sending the report until a stop date is entered.
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Report Permission
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Only users who have this permission can subscribe to this report.
Modifying this requires clearing all current subscriptions to the report.
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Frequency
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Specify how often the report is to be sent.
Changing the Frequency of a report clears the Last Run Was value on any report that has already been sent at least once.
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Last Run Was
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Date the report was last run. The Clear button will clear the send history, setting Last Run to Never.
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Recipient Email Addresses
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Enter one or more addresses, separating addresses with semicolons (johndoe@chemsw.com;janedoe@chemsw.com).
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Email Subject
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Though a default subject is provided, the user can modify it, making it plain text, or using the report macro options.
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Query Text
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The query text is the actual SQL query that generates the report results. The Query Text box must contain an SQL query that extracts the specific data from CISPro Global data tables to be used in the report. (See Query Text Tips for help on entering useful queries without knowing SQL)
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Report Header
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This is the title of the report, and is what will appear at the top of the email message that contains the report output. It can consist of plain text, or report macros, or both (for example, {reportname} for {currentdate}{crlf})
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Page Header
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Text and/or report macros that will be reprinted at the top of each page in a multi-page report.
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Data Row
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Use the "Data Row" box to specify which headings to include in the report, and in what order.
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Page Footer
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Text and/or report macros that will be reprinted at the bottom of each page in a multi-page report.
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Report Footer
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Text and/or report macros that will be printed at the very bottom of the report, after the last row of data.
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No Data Message
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When the report is run on a day when there is nothing to report, this text will display, in place of a link, in the body of the email message. If the box is left blank, no email will be sent when there's no data to report.
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