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.
🔓 Step 1: Activating the Report Mailer Utility
Before we begin with the configuration, we need to activate the Logic Auto Report Mailer utility.🛠️
🗂️ Navigate to the File Location
Open File Explorer 🖥️ on your system.
Locate the Logic ERP Installation Folder.
📁 Open the Common Folder
Inside the Logic ERP folder, open the Common folder
🚀 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. (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.
Go to Report Settings
Click on the Group you created earlier🧾.
You will see additional options related to reports.
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.
Go to Add/Edit Schedule
Click on the Add/Edit Schedule option.
Set a Specific Time for Report Mailing
Define the exact time when the reports should be sent. (e.g., 🕘 9:00 AM daily)
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. 📲
Open the Logic ERP Mobile App.
Navigate to the Reports Section.
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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