Scheduling report emails

You can schedule reports to be emailed to the specified recipients. This option is especially useful if a person does not work with License Metric Tool, or is not familiar with the application, yet must have access to the reports.

Before you begin

Ensure that the License Metric Tool server is configured to send mail notifications.

Procedure

  1. Open the report that you want to email, hover over Export, and click Schedule Export.
    Important: Reports that you want to email must be saved before they can be sent. You can either save the report without changing its default view or create a customized view. You can set only one schedule per a saved report. If you try to set a next schedule, it replaces the previous one. For more information, see: Creating saved report views.
  2. Select the file format and adjust the page settings.
  3. In the Email field, enter a comma-separated list of email addresses to which you want to send the notifications.
  4. Select the language of the report.
  5. Select at least one option for emailing the report.
    If you choose both options, emails are sent when any of the criteria is met. For example, when you set notifications to be sent weekly or when the number of rows exceeds zero, the reports will be sent every week regardless of whether the number of rows exceeds zero.
    • Email on a regular basis
      The report is emailed according to a daily, weekly, or monthly schedule.
      Note: The start time for each report must differ by at least 5 minutes.
    • 9.2.3 Email if the number of rows exceeds

      The report is emailed only if a specific number of rows is exceeded. You can customize a report to show only products for which PVU exceeds a particular value. You will be notified whenever the specified number of items appears on the report. This option is an additional notification and does not affect the regular schedule.

      9.2.31 Unlike emails that are sent on a regular basis, this type of notification did not contain the name of the report in the email title. Starting from application update 9.2.30, email titles are unified and always contain the name of the License Metric Tool report. Such behavior is true for fresh installations of License Metric Tool and for upgrades when no report emails were scheduled. Otherwise, the title of the email remains unchanged. You can modify this behavior by changing the value of the include_report_name_in_mail_alerts parameter. For more information, see: Advanced server settings.
      Note: Reports based on conditions are emailed during data imports.
      Edit Report window
  6. Click Save.

What to do next

To disable the export schedule, clear the Report Subscription check box, and click Save.