Split and mail Reports

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund

It is possible to mail Reports from Report Manager.

There is a setting in System Parameters which must be marked, 'Enable split/mail reports'.

Also choose a reply address, here it is possible to have your own address but a 'no-reply' address is recommended because of possible restrictions in the receiver firewalls.

It is possible to enter a general Body text that applies to all reports.  To over ride the general body text, you can enter a different Body text for a specific report or Company (Legal entity, Counterpart). See below.

Go to Report Manager and choose the report you like to send by mail. In the Advanced menu you find settings for mailing the report.

Here you can choose between: Mail report, Show and Mail report or only Show report. There are differens choices depending of what you want to do. Sometimes you want to look at the report before sending it, then you choose Show report and run the report.

It is possible to split the Report by: Broker, Counterpart, Custody, Legal entity or Trader.

You can also add a text (Body) specific for the report to the email.

If your choice is to mail a report, it shows in blue text at the first page of the Report. Just to make you aware of that if you run this Report it will be mailed.

To be able to mail Reports the mail addresses must be set up at each Entity in Portfolio Code Details.

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