Setting up the correspondence process

After adding the report in the Reports Manager, the next step is to set up the associated correspondence process.

  1. Select System > Batch Processing > Lookup Correspondence Process Setups.
  2. To add a new correspondence process, click Add above the Correspondence Process Setup grid.
  3. Enter a name and description for the correspondence process, and select Report from the Type list.
  4. In the Attachment Report field, enter the name of the general report that you created previously.
  5. Select EMail from the Delivery Option list and select the Send E-Mail Content as Attachment check box.