ShipCalm | Customer Knowledge Base

    SC | How To Create an Email Report from an InfoPlus Smart Filter

    InfoPlus Smart Filter Subscriptions - Email Reports based on a Smart Filter

    InfoPlus has the ability to generate daily report emails that will summarize any new records that were created in InfoPlus that match a Smart Filters criteria. 

    Smart Filters can be created on every table in InfoPlus and can be customized and tailored to show you the exact information that fits your criteria. For more information on How-To Create an InfoPlus Smart Filter use the link to learn more!


    1. 1

      Open / Login to InfoPlus

      Use the link below to log in to InfoPlus

      InfoPlus Login Page
    2. 2

      Is there already a Smart Filter created?

      The InfoPlus Subscription Email Report is built off of a Smart Filter on an InfoPlus table. If you have not created an InfoPlus Smart Filter that outlines the specific criteria that you are looking to get a report with, one will need to be created in order to continue.
      Answers
    3. 3

      How-To Create an InfoPlus Smart Filter

      Use this process, which outlines How-To Create an InfoPlus Smart Filter.

      How-To Create an InfoPlus Smart Filter

      Next step 7: End
    4. 4

      Navigate to the Manage Smart Filter Table

      Manage Smart Filter Table

      On the Manage Smart Filter Table, you will see all of the Smart Filters that have either been created by your user or shared with your user.

      To learn more on How-To Share an InfoPlus Smart Filter with other team members use the link above to find out more information!
    5. 5

      Create a Subscription for the Smart Filter

      On the line of the Smart Filter that you are looking to create an Email Report Subscription for, select the number bubble under the 'Subscription' column on the table. In the dropdown window, you will see a 'Create New' option. Select the 'Create New' option.

      1. Select the number bubble under the 'Subscription' column on the table
      2. Select the 'Create New' option
    6. 6

      Complete the Subscription Info

      Once 'Create New' has been selected, a window will open and you will be prompted to complete the following information:


      1. List of Email Addresses to be included in the subscription report
        • Enter the email addresses of those who will receive the email along with a chosen subject.
        • To specify more than one email address, separate them with commas.
      2. Create a Subject Line for the Email Report that will be sent
      3. Option: Send an Email Report regardless of if there are NEW records in the Smart Filter
        • If you want to send the email even if the smart filter contains no results, click the "Send if no results?" Checkbox.
      4. Schedule when the Email Reports will be created and emailed.
        • Select the Week Days and times you would like to receive the email.
        • For more options, click the Advanced drop-down arrow.
          • Advanced options let you select specific days within a month to receive the email.
      5. Send Test Email
        • If you would like to send a test email, click the Send Test Email button.
        • This will give you a sample of what the report will look like in your inbox.

      After completing all of the above fields, select the 'Save' option for the Subscription.

      Based on the schedule that was created, you will receive the Email Report as outlined in the schedule.
    7. 7

      End