Automate Reports

Part 9 of the Quick Start Guide that shows how to automate reports when sessions are received

Configure the project to email a PDF report when a session is created

Before we collect any data on the mobile device, we will want to configure the project so that when a new session is created and sent to the portal, it will automatically generate a PDF report and email it to you.

Select the Options tab from the Project page.


Options tab

The options page is where you can configure different options for the project.

Expand the PDF section of the Options.


Pdf email options set

Tick the checkbox to generate the PDF when a session is received.

Enter the Email Address that you want the report to be emailed to.

Enter the Subject that you want in the email.

Enter the Message that you want in the email.

Scroll down and press the Save Options button at the bottom.

Now you can go to your mobile device and create a new session and send it to the server and you should receive a PDF report via email.


Create a session and get an email of the PDF report

Go back to your device and go to the Projects list.


Ios mobile my survey projects list

The project should have arrived on your device as we linked it before.

Open the Project.


Ios mobile my survey folders list

Press the Start New Session button.


Ios mobile my survey start new session

Enter a name in the Name field.

Select the Gender.


Ios mobile my survey session

Press Finish.


Ios mobile my survey sessions list

You will see in the session list the columns that are shown in the list are Name and Gender.

Press the Menu at the top right.

Select the session.


Ios mobile courier session list send

Press Send.

Go back to the portal and go to the Sessions list for the Project.


My survey sessions list

You should have also received an email of the PDF report in your emails that looks like this report.


My survey pdf report

Congratulations you have successfully created your first project, collected data and received an email report.

Next we recommend learning some of the more advanced features of the Designer so that you can quickly create Projects for your business processes.