Send a report

	Reports 360/Send a report
	Create and send a report to a mailing list

Mytem360 lets you send a report to yourself and to other recipients via a mailing list.

The dissemination can be one-time (ad hoc) or regularly occuring, for example every month.

Setting it up involves four steps in the so-called reporting "workflow".

1 - Choose a report

The first step in the reporting workflow is to choose a report in a given list available to the user. Reports are either "standard", which are accessible to all mytem users, or "specific" which are tailored and especially set-up to certain users who request for them.

1. Click on one of the reports from the list. A description of this report will be displayed.

2. Click on "Select report" or click directly on the icon to the left of the report .

2 - Define the scope

The scope may vary from one report to another given that they each serve a different purpose. A report can vary by period (monthly, bimonthly, or any other period specified); it can vary by format (excel or csv); or by the main data contained in it like client organizations, billing accounts, subscription plans, etc...

1. Set-up the scope displayed (month for example)

2. Click on "Validate settings".

3 - Add recipients and the scope of their reports

Step three involves sending a report(s) to a mailing list.

The default items appearing in this step are:

• the default recipient, which is the email of the user who set up the report in steps 1 and 2.
• the scope linked to the user account

1. Add the recipients

1. Among a list of mytem360 users
2. By typing in the email(s)
3. By using an import file 

2. You have the option to change the scope for each user if needed

1. click on the recipient's scope
2. a pop-up window appears to customize the scope
3. choose the scope

4. validate the set-up

See also: How to add a recipient who with or without a mytem360 user account.

Mytem lets you to delete users individually or in bulk using the single or multi-selection features.

4 - Other scope-related features

Step four of the report creation and dissemination involves the option to tailor the email message accompanying the report. You can also set-up a schedule if the report is to be sent regularly.

1. Optional: Customize the email message that goes with a disseminated report.

2. Optional: Set-up a schedule to automatically send the reports.

3. Click on "Send report". 

4. The final step in the reports dissemination shows you the scope you have just set-up. You can also choose to directly send a report to MyBox360 or to the welcome page.