Email reports with Auto Report Mailer

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📧 Logic ERP: Auto Report Mailer Guide 🚀

In this tutorial, we’ll walk you through the Logic Auto Report Mailer feature in Logic ERP, which helps you automatically generate and email reports to customers. 💼📩 This automation cuts down on manual effort and ensures timely report delivery! ⏰📊

Let’s go step by step to configure and use this feature effectively.

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🔓 Step 1: Activating the Report Mailer Utility

Before we begin with the configuration, we need to activate the Logic Auto Report Mailer utility.🛠️

1. 🗂️ Navigate to the File Location

   • Open File Explorer 🖥️ on your system.

   • Locate the Logic ERP Installation Folder.

2. 📁 Open the Common Folder

   • Inside the Logic ERP folder, open the Common folder

3. 🚀 Launch the Report Mailer Utility

   • Find the application named Logic Report Auto Mailer.

   • Double-click to launch the utility.

   • Once opened, the report mailer will be ready for configuration! 🎉

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⚙️ Step 2: Configuring Report Mailer Settings

Now that we have activated the utility, let’s configure the settings to define how reports will be generated and sent.! 📄✉️

📝 1. Access Report Settings

• Click on Report Settings in the Report Mailer window.

• Click on Group and select Add Group➕ to create a new group.

• Enter a Group Name (e.g., “Daily Reports” 🗓️).

• Select the folder where the generated reports should be saved. (Tip: Create a folder named “Report Mailer” 🗃️ on your system and select it.)

• Choose the report format (📄 PDF, 📊 Excel, etc.)

• Set the start date for report generation 📆

🔧 2. Define Additional Preferences

• ✅ Enable Overwrite file if exists to replace old reports with new ones.

• ✅ Select Send reports individually if each recipient should receive a separate report.

• ✍️ Enter email subject & message content for the outgoing reports.

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📬 Step 3: Configuring Email Recipients & Additional Settings

After setting up the reports, we need to configure the email settings to ensure reports are sent to the right recipients.

📧 1. Adding Recipient Emails

• Go to Mail Setting 2

• Enter the email addresses📮 of recipients who should receive the reports.

• Multiple email addresses can be added as needed.

⚙️ 2. Adjust Other Settings

• Open Report Mailer Other Settings and enable required options.

• These settings allow better customization🔍for report sending preferences. 🔍

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📂 Step 4: Adding Reports to the Auto Mailer

Adding Reports to the Auto Mailer

Now, let’s add the reports that need to be automatically mailed.

1. Go to Report Settings

   • Click on the Group you created earlier🧾.

   • You will see additional options related to reports.

2. Add Reports to the Group

   • Click on Add Report.

   • Select the required reports from the list and click Add➕.

   • Confirm by clicking OK✅.

(Repeat to add multiple reports as needed)

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⏰ Step 5: Scheduling Report Dispatch

To ensure reports are sent automatically🔄, we need to schedule their dispatch.

1. Go to Add/Edit Schedule

   • Click on the Add/Edit Schedule option.

2. Set a Specific Time for Report Mailing

   • Define the exact time when the reports should be sent. (e.g., 🕘 9:00 AM daily)

3. Activate the Schedule

   • Click on Active to enable the schedule.

   • Click OK to save the settings🎯.

Now, your reports will be sent automatically every day! 📬✨.

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🧑‍💻 Step 6: Manually Generating & Sending Reports (Optional)

Need to send reports manually? No problem!

• Click Generate All Reports 🛠️ in the Report Mailer utility.

• Reports will be generated instantly and sent via email.

• ✅ Check recipient inboxes to confirm delivery

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📱 Step 7: Viewing Reports in the Logic ERP Mobile App

The reports sent through the Logic Auto Report Mailer can also be accessed via the Logic ERP Mobile App. 📲

1. Open the Logic ERP Mobile App.

2. Navigate to the Reports Section.

3. Select the desired report🧾to view it.

Super handy for mobile users! 🙌

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🎯 Conclusion

With the Logic Auto Report Mailer, you can:

✅ Automate report generation. ✅ Ensure timely email delivery. ✅ Boost business efficiency.

No more manual report sharing! 📉⛔ Set it up once, and let Logic ERP handle the rest! ⚡📤

By following this tutorial, you can set up and configure the report mailer utility in Logic ERP with ease, ensuring timely communication with customers.