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Preference - Reporting

Dynamic keys

The Keys tab contains a list of keys you can use to dynamically fill in data from FA to your email content or report templates.

Keys are listed under "contact" and "portfolio" - To use a key, copy it from the "Key" columns and embed it into your email template with syntax %%key%% to fill in the corresponding value.

Email

In the Email preferences, you can define the settings related to email reporting. In these preferences, you can define templates for the default values to be used when defining the email to be sent with the report.

Templates

The Templates tab contains fields where you can define the default templates used for the email information and content in email sending. The templates defined here will be available to be selected as the email when sending new reports via email. A red star indicates a mandatory field.

Template name*

Define a name for your template, allowing you to select it when sending out emails. The template name will not be shown in the sent email.

From (name)

Define who the email is from.

From (email address)*

Define the email address the email is from.

Reply to*

Define the email address the replies will be sent to.

Title*

Give a title to your email. If you do not provide a default title for your email, the default email title is the name of the report type chosen.

Content

Write the content of your email. The email content also supports dynamically filling in customer/portfolio data from FA with specific keys and syntax. To dynamically fill in data from FA to your email content, wrap appropriate keys around two percentage signs with the syntax "%%key%%" in your email content. For example, if you want to fill in your customer's name in your document template, write "%%contact.name%%" in your document in the place you want to add the customer's name. Contact FA for more details on the available keys.

Enable HTML content / HTML editor

When enabled, allows you to define your email content as HTML and also to edit your HTML content with an HTML editor.

Reporting

Reporting preferences allow you to define the file name for the reports created from the system: you can flexibly define the report file name using different pre-defined components. In addition, you can define how a logo is fetched on the reports you generate.

preferences_reporting.png

Report file name

The file name of all the reports created from the system is constructed according to the naming format defined here in these preferences.

Report format expression

Define the report naming format with the components available below the field: the number of the chosen component is written in curly brackets, and the components are separated from each other with an underscore. Notice, that after a date component, a date expression format is required within the curly brackets in the form "date,yyyMMdd_" (first define that the component is a date, then define the date format and then define that there should be an underscore after the date). Also notice, that the file extension is separated from the rest of the name with a period. The components you can choose for the report name are:

  • 0: report name

  • 1: contact ID

  • 2: portfolio ID

  • 3: start date

  • 4: report date

  • 5: end date

  • 6: date of generation

  • 7: contact name

  • 8: portfolio name

  • 9: group code

  • 10: group name

  • 11: file extension

For example, a "Transactions" report from 30.11.2011, printed out for the "Test Portfolio" of the "Test Customer" on 1.12.2011 would with the following format look as follows:

Format: {0}_{1}_{7}_{2}_{8}_{4,date,yyyyMMdd'_'}{6,date,yyyyMMdd'_'}.{11}

Report name: Transactions_TEST_Test Customer_TEST_Test Portfolio_20111130_20111201.pdf

File name of combined reports:

Define the name of the file (the value of the component 0: report name) in cases, where the printed report consists of more than one report and the name of the report cannot be used. The component 0 is named after the text in this field when printing multiple different kinds of reports in the same file.

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