Targeted Email Reports

Targeted reports are very similar to Flex reports; they are designed with custom queries and don't require recipients to login to see them. There are two main differences between Targeted and Flex reports:

On Targeted reports, recipients are pulled from the report results generated by the query text. Thus, the recipients list is dynamic and can change with the report output.

Because the Targeted Report recipient list is drawn from the report query, the query text must include a column that has email addresses (for example, the 'email' column in the users table). This column must be named in the Recipient Column Name text box. When the report is run, it is sent to all email addresses found in this column.

In the simple query example shown here, the report will send one report message to each email address found in the 'email' column of the users table for users who are not deleted. If there are two or more user records with the same email address, the report will send only one notification to that address.

Report Setting	Purpose
Report Name	The report name, which has already been specified and saved, can be changed on the setup screen.
Start Sending On Date	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).
Stop Sending On Date	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.
Frequency	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.
Last Run Was	Date the report was last run. The Clear button will clear the send history, setting Last Run to Never.
Recipient Column Name	Enter the name of the data column that contains email addresses.
Email Subject	Though a default subject is provided, the user can modify it, making it plain text, or using the report macro options.
Query Text	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)
Report Header	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})
Page Header	Text and/or report macros that will be reprinted at the top of each page in a multi-page report.
Data Row	Use the "Data Row" box to specify which headings to include in the report, and in what order.
Page Footer	Text and/or report macros that will be reprinted at the bottom of each page in a multi-page report.
Report Footer	Text and/or report macros that will be printed at the very bottom of the report, after the last row of data.
No Data Message	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.