Setting up the correspondence process

After adding the report in the Reports Manager, you must set up the associated correspondence process.

  1. Select System > Batch Processing > Lookup Correspondence Process Setups.
  2. Click Add above the Correspondence Process Setup grid.
  3. Specify this information:
    Name
    Specify a name for the correspondence process.
    Type
    Select Report.
    Delivery Option
    Select EMail.
    Send E-Mail Content as Attachment
    Select this check box.
    Attachment Report
    Specify the name of the general report that you created previously.
  4. Click Save.