Configure the Workstation Weekly Report Mail Templates

The Client Workstation Weekly Report provides information on the performance of the Client's workstations during the previous week. Depending on the status of the workstations, a "no problems found" or a "problems found" report email is sent. You can configure the email templates to match your requirements.

A Problems found email is sent when one or more Checks fail, or information for the Daily Safety Check is not received.

We recommend you configure the email templates for the Client daily and weekly report, and the Executive Summary Report, before you enable the reports to send emails to your Clients.

We recommend you make a copy of the default template before making any template changes.

To configure the Workstation Client Weekly Reports Mail Templates:

    You can use substitution strings in the email template. See the Substitution String information below or see Mail Template Substitution Strings .

  1. On the N-sight RMM Dashboard, go to Mail Templates > Client Reports > Workstation Monitoring > Server Client Weekly Report - No Problems Found or Server Client Weekly Report - Problems Found

  2. Enter the From address the Reports are to come from. We recommend you use the format, Descriptive Name <Email Address>, to ensure acceptance by all email clients.
  3. Enter the information for the Subject line, Plain Text Message, and HTML Text message

    All content changes must be applied to both the Plain Text Message and the HTML versions.

  4. Click OK to save

HTML Body Editor

When you edit the body of the email, you can change both the Plain Text and HTML versions. For greater flexibility, when you configure the HTML version of the template there is a visual WYSIWYG (What You See Is What You Get) and an HTML Source editor.

To use the HTML Source Editor:

  1. Click the HTML button above the HTML body
  2. Edit the HTML in the to open the HTML Source Editor
  3. Click Update to save and return to the Mail Template dialog
  4. Review the HTML changes in the WYSIWYG editor
  5. After making any further changes click OK to save the template

Substitution Strings (Wildcards)

Substitution strings replace the wildcard entered in the template with the corresponding value from the database so you can replace generic terms and provide a more personalized message containing your Client's Dashboard details and other information.

Templates support substitution strings in their From address, Subject line and Body (both text and HTML).

To include substitutions strings in a template:

  1. In the template you are configuring, select where to add the string in the template's From address, Subject line or Body
  2. Choose the substitution string from the drop-down. Only those supported in the selected template field are displayed.
  3. Click Insert Code to insert the string at the selected spot
  4. Click OK to save the template

If you add substitution strings in the template body, we recommend you insert the string in the Plain Text Message and the HTML versions.

The following substitution strings are available in the Workstation Client Daily/Weekly Report mail templates.

Variable Substitution String Supported in From address? Supported in Subject line? Supported in Body? Note Example
Account Name #ACCOUNT# Yes Yes Yes Dashboard Name My MSP Dashboard
Client Name #CLIENT# Yes Yes Yes Dashboard Client Name Abertay Pharmaceuticals
Report Summary #SUMMARY# No No Yes Overall Client Device status over the report period, including Device uptime information
Report Content #CONTENT# No No Yes Detailed Client Device status over the report period, including Checks results
Report Attachment #ATTACHMENT# No No Yes Includes the report as an attachment to the email  
Date Generated #DATE# No No Yes Date and time of Report 10 Sep 2019 at 13:57:56PM
Logo Image #LOGO_IMG# No No Yes Dashboard and Dashboard Report logo image
Tagline Image #TAG_IMG# No No Yes Dashboard and Dashboard Report footer image
Report Content (Without Last Output) — Weekly report only #CONTENTBASIC# No No Yes Same output to Report Content (#CONTENT#), but suppresses the results from when the Backup Check last ran  

Suppress Last Backup Check Result

An additional substitution string not available from the Insert Code drop-down is supported in the Workstation Weekly Report template. Entering #CONTENT_BACKUP_CHECK_BASIC# suppresses the results from when the Backup Check last ran.

In the Mail Template replace #CONTENT# with #CONTENT_BACKUP_CHECK_BASIC#

Resend Client Weekly Report

After you configure the Mail Template, you can test it to ensure the changes display as expected by resending the Client Weekly Report to a specified recipient.

  1. Go to Reports > Client Reports > Workstation Monitoring
  2. Click (Re)send Client Weekly Report
  3. Select the Client from the drop-down list
  4. Enter the recipient's email address
  5. Click OK to send

Use this option in conjunction with Check Clearing to send your Client a "No Problems Report".

SPF Records and the Allowed List

Changes to the template From address, for example to an email address from your domain, can result in the email being classified as coming from a spoofed domain.

To avoid this situation, we recommend you create an SPF record in your domain DNS pointing to our mail generating servers. For more information on spoofed emails and SPF, see SPF Records.

To avoid potential delivery problems, if you retain the default email From address, we recommend you allow our email generating servers IP addresses. For more information, see Allow mail server IP Addresses.

From Address Format

The N-sight RMM Dashboard supports the use of commas as separators when you configure multiple email recipients. If the From address contains a descriptive name with a comma, or the possibility of a comma when using substitution strings, we recommend you encapsulate the name in inverted commas " ". For example:

  • "Descriptive, name" <my@address.rmm>
  • "#ACCOUNT#" <my@address.rmm>
  • "#CLIENT#" <my@address.rmm>