Email Statements

Perform the following procedure to email statements:

1. Click the drop down list adjacent to Filter By field and select an option from the available list. Available options are the following:

• Payee
• Plan
• Job Category
• Sales Org
• Sales Org Level

2. Select a Payee, Plan, Job Category, Sales Org, or Sales Org Level in the Choose From field from the available list of options. If you have selected Payee in the Filter By field, click icon to select the required value from the Lookup For Plan, Job Category, Sales Org, or Sales Org Level options, click the text field adjacent to the Choose From field and select the check box adjacent to the required option(s).
3. Exclude Payee <Description>
4. Click the drop down list adjacent to From Year field and select a year.
5. Click the drop down list adjacent to From Period field and select a period. This field displays the periods, depending on the year you have selected on the From Year
6. Click the drop down list displaying By a Payee and select the option as By a Payee (Default) or By a Period.

Note: This field is enabled only if you have selected Plan, Job Category, Sales Org, or Sales Org Level in the Filter By field.

7. Click the drop down list adjacent to To Year field and select a year.
8. Click the drop down list adjacent to To Period field and select a period. This field displays the periods, depending on the year you have selected on the To Year
9. Click the text area adjacent to the Export Settings field and select an export option. Available options are the following:

• Select All
• CSV Raw Data
• Excel Raw Data
• Excel Report
• HTML Report
• PDF Report
• RTF Report
• Text Raw Data
• Text Report
• XML Raw Data

10. Enter the email ID to which you want to send a carbon copy of the email in the CC Email ID
11. Select the check box adjacent to the Copy to Manager field if you want to send a copy to the manager.
12. Enter the email ID to which you want to send a blind carbon copy of the email in the BCC Email ID
13. Click the text field adjacent to the Email Template field and select a template. Available options are the following:

• Workflow Template
• Default Template

14. Select the check box adjacent to the Include Statement field if you want to include the statement in the email.
15. Enter a subject for the email in the Email Subject
16. Compose the email message in the Email Message You can use the formatting options to format the message text in this field.
17. Click the The email is sent.

You can also click the Email Statistics link to view the email details through the Email Statistics section. For more information, see Email Statistics section.