Send Reports Using Email

You can send two Analytics reports, the Executive Summary and RealPresence Collaboration Server (RMX) Utilization reports, to email addresses. The recipients of the reports are not required to be users of the RealAccess platform.

Procedure

  1. Click Admin in the lower navigation bar to launch the Admin page and go to Client Config > Email Reports.
  2. In the Setup | Report distribution by email page, click Create Subscription.
  3. Add the information for the following fields:

    Field

    Description

    Email

    The email address that should receive the report.

    Bcc

    Additional email addresses, if any, that should receive the report.

  4. In the Reports list, select the report you want to send.
  5. In the Frequency list, select the frequency with which the RealAccess platform should send the report.
    The Frequency should coincide with the Period of the report. For example, if you want the report sent weekly, you should select Last week as the period for the report.
  6. In the Format list, select one of the following formats for the report data.
    • Excel
    • Image
    • MHTML
    • PDF
  7. Complete the remaining fields for the type of report you selected:
    • For the Executive Summary report:
      1. In the Period list, select the period of time for which the report should be compiled.
    • For the RealPresence Collaboration Server (RMX) Utilization report, complete the following selections for both the Daily and Hourly Utilization data:
      1. In the Daily Resource list, select one of the following resource types for which the report should be compiled.
        • Audio
        • Capacity
        • Video
      2. In the Daily Utilization list, select one of the following methods of displaying capacity usage:
        • Percentage
        • Ports
      3. In the Daily Period list, select the period of time for which the Daily Utilization data should be compiled.
  8. Click Add.