All reports in the system can be sent via an email subscription, which can be scheduled to run when required.
Report Subscriptions can be set up and managed entirely on site.
Create a Report Subscription
Once you have selected the report you wish to set up a subscription for, see the below instructions:
Select the Subscriptions tab
Select New Subscription
There are three steps involved in creating a report subscription, these include:
Report Delivery Options
Subscriptions Processing Options
Report Parameter Values
Managing Subscriptions
The subscriptions accumulate during the daily work. This page provides a general view of managing subscriptions for the team.
- You can view who has subscribed to Corvus reports by right-clicking on the Report Tree List and select View Subscriptions:
- Alternatively, they can be accessed by selecting a particular Report, then selecting the Subscriptions tab, if a report has been subscribed to it will display a list of sent subscriptions:
| Tips: |
|---|
| if you are experiencing an issue with a subscription this can be handy to review if it has successfully sent or not. You can Edit the subscription if required, by selecting Edit on the applicable subscription |
Delivery Options
The report can be printed to a file share on your computer system by selecting Windows File Share as the delivered by option, using the drop down menu or via E-mail.
To: set this subscription up for various personnel by inserting their email address and separate each by inserting ‘;’ as per outlook
Cc: insert any personnel email addresses that are required
Bcc: insert any personnel email addresses that are required
Reply-To: once the email subscription has been received and ‘reply’ is selected on the email, it will return the email address/s that have been inserted into this field
Subject: generally remains as per default
Render Format: the default Render Format is MHTML (web archive) which will show the report embedded in the email message forwarded to you and is generally most preferred, particularly if your email client is Microsoft Outlook. You may wish to choose other options that are available depending on your requirements
Comment: add any additional comments
| Tips |
|---|
| The supported render formats are MHTML, XML, PDF (including High Resolution), HTML4,Excel, TIFF, Word, Image(PNG, EMF, GIF, Jpeg) |
Subscription Processing Options
If you wish to set up a subscription on a Shared Schedule select:
- On a shared schedule .
- Select the required schedule and select OK .
| Note |
|---|
| A Shared Schedule is the preferred option when subscribing to a report |
If you wish to set up a subscription entirely please select:
When the scheduled report run is complete -> Select Schedule .
Update required information and select OK .
| Note |
|---|
| This is NOT the preferred method, please use the Shared Schedule method where possible. |
Report Subscription Parameter Values and Finalise
Parameters allow the user to select differing conditions to apply when running the report. The choices available will have been set by the designer of the report and allow a report to be run under different conditions and therefore produce different result sets.
Many of these are common including site, from date and to date whilst others will be specific to the current report:
The following parameters that are unique to a specific report, these differ as mentioned above:
| Parameter | Purpose | Description |
|---|---|---|
| piReportThemeId | Internal – allows report theme to be various for different sites | Generally left as default |
| Site | Select the site you wish to see data for on the report | Generally left as default as your user account Corvus will have been configured for your site |
| psToDateVariable | This allows the starting date for data on the report to be calculated at the time of running the report corresponding to a number of pre-defined selections | Generally the default will be a suitable choice |
| psFromDateVariable | As above | Generally the default will be a suitable choice |
| From Date | Internal | This date will be generated from psFromDateVariables as the report is run |
| To Date | Internal | This date will be generated from psToDateVariable as the report is run |
| Resource Type | This allows the report to be filtered for a resource type or types | Typical choices are All, or Haul Trucks or Excavators |
| Equipment | The report can be further narrowed down to specific items of equipment if required | Choose the item or items of equipment you wish to see displayed on the report if the Resource Type selection is too broad for your requirements. Generally this will be left as all and the filtering left to the resource type |
| Summarise FleetOutput | Summary output for the fleet is shown | Generally set to False |
Finalise your Subscription:
To finalise any Report Subscription, scroll to the bottom of the page and select OK:
Removing Report Subscriptions
There are two parts to remove report subscriptions:
Part 1
Search the report that you have a subscription set up for and select it.
Select the Subscriptions tab.
Select Edit on the item that is applicable.
Copy and paste all the email addresses into a note pad (just to be safe, you now also have a backup copy).
Remove your email from the list and place the remaining email addresses back (ensure each are separated with ‘;’ as per Outlook).
Select OK
Part 2
- If your name is included in a distribution list email group, this unfortunately is outside of Intov8’s control, you will need to contact your distribution list owner to remove your email address.
- If this is not an option, unfortunately, you may continue to receive this report, unless the additional members of the distribution list also do not require the report subscription, if this is the case remove as outlined above in Part 1.