Namirial Notify provides on-demand and scheduled transaction reports for site administrators and report managers. Reports cover activity across all enabled services and can be scoped to a single user or to the entire site.
The reporting features require the ReportAdmin role. In addition, the site must have Enable reports turned on. Attempting to access reports on a site where reporting is disabled will not show the reporting options.
Scheduled FTP exports and monthly invoice reports each have their own per-site toggle (see Enabling reports on a site).
Reports can be generated for any of the following services:
- EviMail
- EviSMS
- EviNotice
- EviSign
- EviPost
Each report is scoped to a single service per request.
| Scope | Description |
|---|---|
User | Transactions submitted by the requesting user |
Site | All transactions for the entire site |
OtherUser | Transactions submitted by a specific user (admin use) |
| Span | Description |
|---|---|
Range | Custom start and end date |
OneDay | Previous day (last complete day) |
SevenDays | Last 7 days |
ThirtyDays | Last 30 days |
LastWorkDay | The most recent working day (skips weekends) |
LastWeek | The previous full calendar week |
LastMonth | The previous full calendar month |
Reports can be filtered by one of two date fields:
| Filter | Description |
|---|---|
Submitted | Date on which the transaction was submitted |
Closed | Date on which the transaction reached a terminal state |
| Format | Description |
|---|---|
CsvZip | CSV files packaged in a ZIP archive |
Excel | Microsoft Excel workbook |
A site with Enable FTP report turned on delivers reports automatically at the configured export time each day. The schedule is expressed as a time of day (HH:MM) and runs once every 24 hours.
FTP report delivery requires the destination to be configured by your Namirial Notify operator. Some deployments may use SFTP according to environment configuration. The report export time is set on the site management screen.
When Enable invoice report is turned on, Namirial Notify sends a monthly summary report to the invoicing email address registered on the site.
Enabling invoice reports without setting an invoicing email address on the site will fail validation. Set the invoicing email before enabling this option.