Sharing Reports
Perform the following steps to share eMACH.ai-Sigma reports as SMS, inbox, or on mail:
- Log in to the eMACH.ai-Sigma application.
The Information Reports page appears by default, as shown on the following screenshot: - Click on the report, which you need to send to the end user as SMS or mail on the left-hand side of the page. Here, the Account Statement report is clicked.
- Click its child instance.
Now, select the SMS (or) Mail options based on your requirement. You can select your contacts and contact groups from the Select Contact drop-down list. To create contacts and contact groups, refer to Creating Contacts and Contact Groups.
- Click on the selected individual contact or contact group to preview the contact details.
On clicking the contact group, it will display a list of all the contacts available in that contact group. In addition, you can search for contact information in the Search Contact field.
If the Select Contacts Derived From drop-down field is selected in the eMACH.ai-Sigma studio, the Select Contact drop-down in the eMACH.ai-Sigma application will show all contacts associated with the respective login ID or customer number.
For example, if the value given for the filterable column (i.e., ACCOUNT_NO) matches any of the CUST_NO, the contacts associated with that customer number will get listed in the Select Contact drop-down field.
- When you select the Email option, it will automatically show the email address linked to the application user.
- By default, the "With Attachment" option is enabled, allowing the report to be sent as an attachment to the application user's email address, as well as to the selected contacts and contact groups. This option can be enabled and disabled based on the user requirement.
If the Email To drop-down field is selected in the eMACH.ai-Sigma studio, the Select Contact field won't appear in the eMACH.ai-Sigma application. After the report is generated, the notification will be sent to the email/contact addresses present in the first record of the selected column.
The contact and contact group list can be enabled and disabled based on the parameter provided in the Sigmasystempreferences.properties file on the following location path
...\sigma.war\WEB-INF\lib\SigmaResources.jar\Sigmasystempreferences.propertiesREPORT_DELIVERY_IN_CUSTOM_EMAIL=Y # Y - Enable Contact List # N- Disable Contact List # By default value for this parameter is Y
5. Run the report.
Make sure to mention all the user credentials on Sigmasystempreferences.properties file on the following location path:
...\sigma.war\WEB-INF\lib\SigmaResources.jar\Sigmasystempreferences.properties
You can validate the reports sharing flow on your DB on the following tables:
- od_pending_mail
- od_message