Auto-Email Audit Report

Make the following menu selections to display this page:

Reports—Audit Reports—Auto-Email Audit

The Auto-Email Audit Report can be printed for selected properties for a date range to show user-specified Email Activity. The report can include all emails, successful emails only, or unsuccessful emails only. The report can be sorted by Property or Email Activity.

ClosedSelection Criteria

Select Properties

Click to select properties from the Select Properties pop-up. The report runs for all selected properties.

From Date

Accept the default date or enter the first day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.

Thru Date

Accept the default date or enter the last day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.

Show

Select the emails to show on the report: Unsuccessful Emails only (default), Successful Emails only, All Emails.

Email Activity

Check boxes for the Activity to show on the report:

Guest card created
Application approved
Actual move-in
Actual move-out
Rent payment posted
Work order closed

Sort By

Select how to sort the report data from the drop-down list. Options include:

- Property—(default) Data is sorted by property.

- Activity—Data is sorted by Email Activity. Refer to Email Activity field, above.

ClosedReport Details

Email Date

The date of the email.

Email Time

The time of the email.

Activity Date

The date of the activity that triggered the email.

Activity ID

The ID of the activity that triggered the email.

Description

A brief description of the purpose of the email. For example, "WO 12345 Closed" or "Payment posted" or "Guest Card entered."

Recipient ID

The identification for the recipient of the email. For example, Building # - Unit # or Guest Card #.

Recipient Name

The name of the recipient of the email.

Recipient Email

The email address of the recipient of the email.

Err

For unsuccessful emails only, a description of the condition that caused failure of the email. Note that emails that are undeliverable due to a nonexistent email address may not be auditable.

ClosedTo Display the Auto-Email Audit Report

  1. From the eSite menu, select Reports—Audit Reports—Auto-Email Audit.
  2. Click Select Properties. Select the properties for which you want to print the report and click Done.
  3. Select the information you want to see on the report (refer to the Selection Criteria for this report).
  4. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
  5. Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.

See Also

Auto-Email Overview

Auto-Email Attachments

Auto-Email Templates

Auto-Email Activities

Auto-Email Audit Report

Audit Reports Overview

Reports Overview

Report Printing Options

Select Properties

 

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