Email

Managing Email Reports in IntoAEC

The Email Reports section provides valuable insights into the performance and status of emails sent through the system.

how to navigate to the Email Section

• From the main menu, locate and click on the Reports section. 
• In the Reports section, find and click on Email to access the email report.  

Filtering the Data

• Sent On – Use this filter to view emails sent on a specific date or date range.

• After applying your filters, click Apply to see the results. To clear the filters, click Clear.

  

Overview in the Dashboard

• Total Emails Sent – Displays the total number of emails that have been sent.

• Delivery Success Rate – The percentage of emails successfully delivered.

Email Report Breakdown

Each entry in the email report contains the following details:

• Sent By – The user who initiated the email.

• Sent To – The recipient of the email.

• Template Used – The email template that was applied (if any).

• Status – The current status of the email (e.g., Sent, Delivered, Opened, Bounced).

• Sent On – The date and time the email was sent.

• Delivered On – When the email was successfully delivered.

• Opened On – When the email was opened by the recipient.

• Bounced On – If the email failed to deliver, this shows the date it bounced.

Bulk Selection and Export Options

• You can select multiple emails at once or choose a single email for export.

• The data for selected emails can be exported in Excel format for further review or record-keeping.
  

How to Configure Email Report Automation in IntoAEC

Set up email report automation and stay informed effortlessly.

Follow these steps to set up Email Report Automation using the Configure Report Automation icon: 

Launch the Configure Report Automation Popup

Click the Configure Report Automation icon to open the Email Report Automation popup.

Choose Recipients for the Reports

In the Send To dropdown, select the users who should receive the automated email reports.

Set How Often Reports Are Sent

Under the Generate Report dropdown, choose the delivery frequency:

• Daily(default option)-The report will be generated within an hour of your chosen time.
  Example: If you select 6:00 PM, the report will be created between 6:00 PM and 6:59 PM. 

• Weekly –A report covering the week will be sent at the same time and day in the following week. 

• Monthly – A summary of the current month will be delivered on the same day and time next month.

Select Start Date and Time

Pick the Start Date and Start Time for the automation to begin.

Note-Be sure to select a Start Time reports won’t generate without it.

Save or Cancel

Click Save to confirm and enable your email report automation, or click Cancel if you don’t wish to proceed.

By using the Email Reports section, you can effectively monitor the status and performance of your email communications, gain insights into delivery rates, and track engagement with the emails sent.