In the past, I've rarely seen a use for the FRx output Email Option. If you email a report generated to the FRx Drilldown Viewer, the email will have the report in a Drilldown Viewer file attached or it will have a link to the Drilldown Viewer file. Unfortunately, a report recipient would need to have FRx Drilldown Viewer installed and more importantly, a Drilldown Viewer user license, to open the file and view the report. A Drilldown Viewer license is fairly pricey, so many companies do not have Drilldown user licenses for their report recipients. Instead, the reports are generated to Excel files and then those files are emailed to the recipients.
Recently, I realized that you can use the Email Output Option to automatically send out a report in an Excel file. For example, if you email to the Board of Directors the Balance Sheet, P&L, and Statement of Cash Flows in Excel files each month, you could set the Output Option on each of the reports to automatically email them to each of the Board Members. The only time this won't work is if you are using a reporting tree and only certain units of the tree are to go to only certain people. There is currently no way to do this. (If anyone has figured out a way to do this, please let me know!)
If you routinely generate FRx reports to Excel files and then email those files out, using the Email Out Option will save you some time.
Labels: Email FRx Reports, FRx, FRx Email, FRx Reports
posted by Liane McIlraith @ Monday, July 13, 2009
3 Comments
3 Comments:
What kind of issues are you having with generating emails based on the tree? It seems to work fine for some of our clients.
The issue I was referring to is that if you want to send out a FRx report in an Excel file but you want the report for each unit of the tree to go to a separate person. With a Drilldown Viewer file, you can limit a user to a specific unit of the using the tree security. But I can't seem to do the same with an Excel file. For Example, there's a P&L report that uses a reporting tree that is made up of 10 departments. The report for each department reporting unit is to go to the department director. If I run the report for the whole tree, the Excel file that is created and sent to each department director is the same: one file with multiple sheets one for each department of the tree, NOT just the file/sheet of the department for the appliable department director.
Can FRx be setup so that when such a report is generated for the whole tree that only the applicable sheet(s) be included in each file sent to recepients?
I have emailed Excel reports as attachments from FRx and it has worked nicely. Now I'd like to do the same with HTML attachments, but can't seem to get that to work. Does anyone have any suggestions?
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