Difference between revisions of "Signing up for the daily InfoEx report emails"

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==Background==
 
==Background==
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You can sign up to receive any of the default InfoEx reports or the reports created by your operation by email. Emails are sent out '''daily at 10 pm PST''' and the report is sent to your email address/username as a PDF file.
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You can sign up to receive by email any of the standard InfoEx reports, reports created by you, and reports created by your operation. You need to be online for setting your preferences.
 +
 
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Emails are sent out '''daily at 10 pm in the time zone you have chosen in the My Profile page available under the cogwheel menu''' and the report is sent to your email address/username as a PDF file.
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{{Note|Since the date of some InfoEx reports is defined relative to the current date (e.g., today, yesterday, last week), be aware that the report that you will receive is relative to the date when the report is sent out. For example, you might have an Infoex report in your morning workflow that shows yesterday's observations. The equivalent email report will show you the observations of two days previously because it was sent out the night before. If you want the same content emailed to you, you need to create a second report template that has the same content, but shows the data of the current day. This way content of your nightly email and the morning live version are the same.|NoteNoImage}}
  
 
==Step-by-step description==
 
==Step-by-step description==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[File:AdminMenuOperationAdministrator.png|300px|thumb|right|Fig. 1: Administration menu for operation administrator]] Select 'My Profile' from the administration menu (cog wheel) in the top left corner of the screen (Fig. 1).  
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|[[File:AdminMenuOperationAdministrator.png|300px|thumb|right|Fig. 1: Administration menu for operation administrator]] Select 'Email Subscriptions' from the administration menu (cog wheel) in the top left corner of the screen (Fig. 1).  
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|[[File:EmailReportSignUp.png|300px|thumb|right|Fig. 2: Example of InfoEx report signup list on the My Profile page]] At the top of the 'My Profile' page is a list with all the available InfoEx reports (Fig. 2)
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|[[File:EmailReportSignUp.png|300px|thumb|right|Fig. 2: Example of InfoEx report signup list on the My Profile page]] At the top of the 'Email Subscriptions' page is a list with all the available InfoEx reports (Fig. 2)
 
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|class="StepNum" | 3.
 
|class="StepNum" | 3.
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|Simply check the reports that you would like to have emailed to you daily at '''10 pm PST'''. Your settings are committed to the system as soon as you check/uncheck a check box. There is no need to press any {{ButtonGrey|OK}}.
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|Simply check the reports that you would like to have emailed to you daily at '''10pm in the time zone you have chosen in the My Profile page'''. Your settings are committed to the system as soon as you check/uncheck a check box. There is no need to press an {{ButtonGrey|OK}}.
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{{Note|You need to be online for setting your preferences.}}
 
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{{Note|Since the date of some InfoEx reports is defined relative to the current date (e.g., today, yesterday, last week), be aware that the report that you will receive is relative to the date when the report is sent out. For example, you might have an Infoex report in your morning workflow that shows yesterday's observations. The equivalent email report will show you the observations of two days previously because it was sent out the night before. If you want the same content emailed to you, you need to create a second report template that has the same content, but shows the data of the current day. This way content of your nightly email and the morning live version are the same.}}
 
 
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|}
  
 
==Related documents==
 
==Related documents==
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* [[Creating an InfoEx report template]]
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{{PagesInfoExReport}}
  
 
==Functionality tested by==
 
==Functionality tested by==
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* Oct. 22: Pascal Haegeli / QA Server / Test Version 0.31.00
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* Nov. 20, 2015: Stuart Smith
  
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Reports]][[Category:Version 0.31.00]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Reports]][[Category:Version 3.4.0]]

Latest revision as of 11:24, 23 March 2019

REQUIREMENTS
Permission All user levels
Connectivity Online only

This document described how to sign up for the daily delivery of InfoEx email reports.

Background

You can sign up to receive by email any of the standard InfoEx reports, reports created by you, and reports created by your operation. You need to be online for setting your preferences.

Emails are sent out daily at 10 pm in the time zone you have chosen in the My Profile page available under the cogwheel menu and the report is sent to your email address/username as a PDF file.

NOTE Since the date of some InfoEx reports is defined relative to the current date (e.g., today, yesterday, last week), be aware that the report that you will receive is relative to the date when the report is sent out. For example, you might have an Infoex report in your morning workflow that shows yesterday's observations. The equivalent email report will show you the observations of two days previously because it was sent out the night before. If you want the same content emailed to you, you need to create a second report template that has the same content, but shows the data of the current day. This way content of your nightly email and the morning live version are the same.

Step-by-step description

1.
Fig. 1: Administration menu for operation administrator
Select 'Email Subscriptions' from the administration menu (cog wheel) in the top left corner of the screen (Fig. 1).
2.
Fig. 2: Example of InfoEx report signup list on the My Profile page
At the top of the 'Email Subscriptions' page is a list with all the available InfoEx reports (Fig. 2)
3. Simply check the reports that you would like to have emailed to you daily at 10pm in the time zone you have chosen in the My Profile page. Your settings are committed to the system as soon as you check/uncheck a check box. There is no need to press an OK.

Related documents

Customizing reports

[1] Click to watch a help video
[2] Click to watch a help video

Managing report templates

Viewing report templates

Map Layers

Charts

Functionality tested by

  • Nov. 20, 2015: Stuart Smith
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