Set up report and email options

You can specify options to send MobileTech reports via email.

1. In MobileTech Administration, choose Setup Options, and then choose Options > Report Options. The Report and Email Options page is displayed.

2. You can set up the following information for sending reports and other documents, such as invoices, to a customer.

   • Report Source - The name of the report. Available reports are:

     • Call Summary

     • Field Invoice 

       The Field Invoice report is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the setup options.

     • Job Safety Audit

     • Employee Time Sheet

     • Appointment Summary

     • Inspection Report 

       The Inspection Report is available only if VEI is registered.

   • • Job Appointment Summary

   • Appointment Type - Indicates whether all appointments or only service appointments are displayed on the report.

   • Call Type - The default call type filter for the report.  Blank displays all call types. 

     For inspection reports, verify that the correct call type is set up for inbound and outbound calls.

   • Division - The default division filter for the report. Blank displays all divisions.

   • Email Technician - Mark the checkbox if you want the technician to receive the report via email.

   • Report Type - Indicates a SQL Server Reporting Services (SSRS) report.

   • Report Format - The output format of the report:

     • PDF – Acrobat file

     • EXCEL – Microsoft Excel file

     • MHTML – Web archive file

     • IMAGE – Tagged Image File Format (TIFF) file

   • Report Path Name - Use SQL Server to determine the path where the report is deployed. The path is most likely either /Company Name/WennSoft Service/Call Summary or /Company Name/Signature Service/Call Summary, depending on whether you upgraded to MobileTech from a previous version or installed it for the first time.

   • Contact Role Type - Specifies which contacts receive automatic emails if you selected Signature Contact Management for the ReportEmailMode setting in the setup options. Enter a contact role type to send emails only to contacts of a certain type. If you enter %, emails will be sent to all contact types. 

     Only one Contact Role Type may be entered.

   • Email From Address - The email address that reports or other documents, such as invoices, are sent from. If you use a generic company email address, such as MobileTech@YourCompany.com, you can prevent the technician from having to forward a report email to a customer contact, so the customer will not have the technician's email address.

   • Email Subject - The subject of the email message when the report is sent.

   • Email Body - The body text of the email message when the report is sent.

3. Choose Save.