Configure Server Client Daily Reports

Configure the email templates for the client daily and weekly reports and the Executive Summary Report before enabling email delivery to clients.

Configure daily reports for multiple clients

  1. In the All Devices view, go to Settings > Client Reports > Server Client Report Settings
  2. On the Daily Reports tab, select the checkbox to enable the report for each client you want to receive the report

  3. For each selected client:
    1. Enter the Mail to and CC to
    2. To change the days the report is sent, select Change Days, and select the checkboxes for the days you want. By default the reports are sent Monday to Friday.

      The Daily Report contains the Daily Safety Check results for that day so please ensure the Daily Report is configured to run after these results are received.

    3. Select the time each day you want to send the report
  4. Use the Problem Handling section to specify how you want reports that contain check failures to be sent
  5. Add an Alternative e-mail if you selected an problem handling option that uses an alternative email.
  6. Select OK to save and apply

Multiple email recipients

You can separate multiple email addresses with commas or semicolons. Use only one type of delimiter in a list. Mixing commas and semicolons in the same list prevents email delivery.

Supported:

  • you@example.it, me@example.it, everybody@example.it
  • you@example.it; me@example.it; everybody@example.it

Unsupported:

  • you@example.it, me@example.it; everybody@example.it

If the descriptive name in the From address contains a comma, enclose the name in quotation marks. This also applies when using wildcards.

  • "Descriptive, name" <my@address.it> or "#ACCOUNT#" <my@address.it>

Configure daily reports for individual clients

  1. On the Client List, right-click the client and select Edit Client
  2. Select Server Client Report Settings

  3. Select the checkbox for Server Daily Report
  4. Enter the email address where you want to send and copy the report
  5. Select the days and time you want to send the report
  6. Select OK to save and apply