# Email reports with Auto Report Mailer

YouTube: [Email reports with Auto Report Mailer](https://youtu.be/J3hsb0hpiRI?si=RCH6_cb0pX915ZqQ)

## 📧 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.

***

### 🔓 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! 🎉

***

### ⚙️ 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.\
  \&#xNAN;*(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.

***

### 📬 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. 🔍

***

### 📂 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)*

***

### ⏰ 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**! 📬✨.

***

### 🧑‍💻 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

***

### 📱 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! 🙌

***

### 🎯 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.


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