Configuring Report Server Emails

Configuring the report server emails with InetSoft's reporting software allows for simple report distribution that is unmatched by other reporting applications on the market. Review the instructions below to learn more about the Style Intelligence solution.

Mail configuration controls how the scheduler will email reports to a user and how an end user can contact an administrator in case an error is generated by the engine. The email is always sent from one fixed email address, specified as part of the mail configuration. For email delivery to work, the mail host must be configured and point to a valid SMTP server. This section describes the basic properties available on the 'Mail Configuration' page.

Note: Multiple servers can be entered, comma separated. If the servers require secure protocol, check the box “Secure SMTP”.

The 'Mail Session JNDI URL' property can be specified to obtain the mail session from the application server's JNDI directory. If this property is set, the engine will first try to obtain a session from the JNDI directory when sending emails. If that fails, a new session is created based on the setting for the 'Mail Host' property.

The 'System Admin Email Address' is used to specify an email address for users to send problems to in case they encounter an error in the application.

The 'Delivery Emails Subject Format' and 'Notification Emails Subject Format' use the java.text.MessageFormat syntax with two properties, the first (index 0) being the report alias, and the second (index 1) being the date and time of report generation. For example, a report with alias 'testReport' and Subject Format specification

Report named {0}, generated at {1,time} on {1,date}

would produce an email subject line such as the following:

Report named testReport, generated at 10:34:54 AM on Nov 5, 2007

where the time and date shown would be the actual time and date of report generation. If no alias is specified for the report in the 'Alias' field of the Report tab, then “{0}” defaults to the report name.

The global 'Delivery Emails Subject Format' setting is overridden by the 'Subject' specified (if any) under the Schedule > Action tab of the Enterprise Manager and the Report Portal.

The 'Maximum Attachment Size [kB]' sets an upper limit for the size of an exported report file to be sent as a single attachment. If exceeded, the file is split into multiple files (binary split) and delivered via multiple emails. It is the responsibility of the recipient to concatenate all the fragments into one file. The concatenation can be done via command-line tools such as “type” (Windows) or “cat” (Linux), for example, type file1.pdf file2.pdf > file3.pdf

“We evaluated many reporting vendors and were most impressed at the speed with which the proof of concept could be developed. We found InetSoft to be the best option to meet our business requirements and integrate with our own technology.” - John White, Senior Director, Information Technology at Livingston International

What Are Some Reports That a Home Builder Would Have Automatically Emailed to Managers?

Home builders rely on a variety of reports to effectively manage their projects, resources, finances, and customer relationships. Automating the emailing of reports to managers ensures timely access to critical information, enabling informed decision-making and proactive management. Here are some reports that a home builder might automatically email to managers:

1. Project Status Reports: These reports provide an overview of the status of ongoing construction projects, including milestones achieved, tasks completed, and upcoming deadlines. They may also include information on project timelines, budget vs. actual expenditures, and any issues or risks that need attention.

2. Sales and Marketing Reports: Sales and marketing reports track key performance indicators related to leads, conversions, sales volumes, and marketing campaign effectiveness. They provide insights into sales trends, customer preferences, and market demand, helping managers assess the success of sales and marketing strategies and make data-driven decisions.

3. Financial Reports: Financial reports, such as profit and loss statements, cash flow statements, and balance sheets, offer a comprehensive view of the company's financial health. Automating the emailing of financial reports to managers allows them to monitor revenue, expenses, profitability, and cash flow on a regular basis and identify areas for cost optimization or revenue growth.

4. Inventory and Materials Reports: Inventory and materials reports track inventory levels, material usage, and procurement activities across multiple construction projects. These reports help managers optimize inventory management, track costs, and ensure timely delivery of materials to project sites, minimizing delays and cost overruns.

5. Quality Assurance Reports: Quality assurance reports document inspections, audits, and quality control measures conducted during the construction process. They highlight any defects, deviations from specifications, or non-compliance issues identified, allowing managers to take corrective actions and maintain high standards of quality and safety.

6. Customer Feedback and Satisfaction Reports: Customer feedback and satisfaction reports capture feedback from homebuyers regarding their experience with the home building process, product quality, and customer service. Automating the emailing of these reports to managers helps them monitor customer satisfaction levels, address any concerns or complaints promptly, and identify opportunities for improvement.

7. Subcontractor and Vendor Performance Reports: Subcontractor and vendor performance reports evaluate the performance of subcontractors, suppliers, and vendors based on criteria such as quality, timeliness, and adherence to contractual agreements. These reports enable managers to assess the reliability of subcontractors and vendors, identify potential risks or issues, and make informed decisions about future partnerships.

8. Workforce and Labor Reports: Workforce and labor reports track labor costs, productivity levels, and workforce utilization across different projects. They provide insights into labor efficiency, resource allocation, and staffing requirements, helping managers optimize workforce management and control labor expenses.