E-mailing reports in Management Reporter

Microsoft Office PerformancePoint 2007 Management Reporter can send reports in an e-mail message. If the report output type is Management Reporter, you can e-mail a link to the report and the recipient can view it by using Report Viewer. If the report output type is Microsoft Excel, you can e-mail the report as an attachment. You cannot send the report in an e-mail message if the output type is Print or Report Definition Language.

E-Mail Settings

The following table describes the E-Mail Settings options.

E-Mail Settings

Description

Users and Groups

Displays the Add Users and Groups dialog box, which lists the Management Reporter users and groups.

Address book

Displays the address book from your default e-mail program. You can select the recipients whom you want to receive the report link or the report attachment.

Remove

Removes e-mail recipients from the Recipients box.

Send report as

  • Send Report as Attachment Attaches an Excel spreadsheet to an e-mail message. Use this option if report output type is Microsoft Excel.

  • Send Report as Link Sends a link to the report in an e-mail message. The recipients must have Report Viewer installed on their computer to view the report, and they must have access to the report library. Use this option if the report output type is Management Reporter.

Recipients Source

Select this option to specify that recipients receive certain reports or reporting units, depending on where their e-mail address is set up. After you select this option, use one of the following report definition or tree options:

  • Send only to recipients listed above Sends the report to the e-mail recipients listed in the Recipients box.

  • Send only to recipients from reporting tree Sends the specified reporting units to the recipients who are specified in the reporting tree rows. For details, see Adding email addresses to a reporting unit.

  • Send to recipients listed above and from reporting tree Sends the complete reports to the recipients in the Recipients box and sends the reporting units to the recipients specified in the reporting tree rows.

Subject

Adds a subject line to the e-mail message.

Message

Adds text to the body of the e-mail message.

E-mail a report

  1. In an open report definition, click the Output and Distribution tab.

  2. Select the Send e-mail at report generation check box.

  3. Click E-mail Settings.

  4. Click Users and Groups to add recipients from Management Reporter users or groups.

  5. Click Address Book to add recipients from your default e-mail program address book.

  6. Specify how to send the report:

    • If the report output type is Management Reporter, in the Send report as list, click Link.

    • If the report output type is Microsoft Excel, in the Send report as list, click Attachment.

  7. In the Subject box, type a subject line for the e-mail message.

  8. In the Message box, type the body of the e-mail message.

  9. Click OK.

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