| Access Reports Automatic Mailer Installation |
| 1. Unzip the downloaded file 2. From the DnAutoRep.mdb (or DnAutoRep2000.mdb for Access 2000) file, import the form 'Email' into your database 3. From the DnAutoRep.mdb (or DnAutoRep2000.mdb for Access 2000) file, import the tables 'ClEmail', 'DefaultToSend' and 'RepToSend' 4. In your database, open a module (it doesn't matter which one, can be even a new module) 5. Go to the Tools menu and click 'References' 6. Click 'Browse' 7. In 'Files of Type', select 'MDE Files' 8. Find the DnAramRef.mde (or DnARAMRef2000 for Access 2000) file , select it and click OK 9. In the References window, click OK The program is now ready to run. All you have to do is to open the form 'Email' and set up the reports you want to send |
| Access Reports Automatic Mailer Report Setup |
| 1. Set the recipient list.You can either type it in the box (make sure the recipients are separated by comma) or select each recipient from Address Book and click 'Add Recipient to List'. The latter manner is more advisable, as it prevents entering duplicate recipients. To fill in the address book, click 'Open Address Book' and enter the information directly in the table. 2. Select the report you desire from 'Reports in the database'. 3. (optional) Click 'Start filter for'. If the filter is complex, you are advised to use the '(' and ')' buttons, as they will show if there are any paranthesis left open. Typing the filter directly in the filter box is also possible, but it does not offer the advantage of syntax checking. 4. Select the field you want from the 'Field' drop-down list 5. Select the operator you want from the 'Is' drop-down list 6. Select the value you want from the 'Value' drop-down list 7. Click 'Validate Step' 8. To add a new condition, repeat the steps 4-7 9. When you are done building the filter, click 'Test Filter'. The program will check whether the syntax is correct and all field types can be parsed. If everything is OK, the program will open the report and apply the filter. Check it for filter adjustments. If you are happy with the data, close the report and click 'Validate filter'. If not, close the report, click 'Clear Filter' and go back to step 3 10. (optional) To have the report sent automatically at repetitive intervals, check the days of the week when you want the report delivered and click 'Make default'. The report will be stored in the 'default list' and will be sent starting with the next session. To send it during the current session, click 'Refill Outbox'. 11. To send the report ONLY once, do not click 'Make default', but the right arrow next to the report list. The program will add the report only to Outbox and will remove it after sending. 12. Select the report format. 13. Set the sending time (to keep your sending time, click 'Change') The program will wait until the time comes, will start delivering the reports from Outbox and will quit Access after finishing. To send them immediately, click 'Autosending in mmm minutes (click to send now)'. By clicking this button, Access will NOT quit after finishing. The default mail message body for all reports can be changed by clicking 'Edit message'. |
| Removing reports from Outbox or from 'default list' |
| 1. To remove a report from Outbox, either double click it in Outbox or select it and click the left arrow next to the report list. Please note that removing a report from Outbox does not cause it to be removed from the 'default list' 2. To remove a report from the default list, select the report in the report list and click 'Remove default'. This action will remove ALL the instances of the report from the 'default list'. To remove only one instance of the report, click 'Change default reports' and delete it from the table. Please note that removing a report from the 'default list' does not cause it to be removed from Outbox. |