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Create and export mail reports

Choose which project mails to include in the report, and what information is reported on. Export the report to Excel for further processing or printing.

Aconex provides three mail reports:

Generating and exporting a custom mail report

  1. Choose your project in the Project Selector at the top of the page.
Project Selector
  1. Click the Mail button on the Module Menu, and under Search, click the mail box you want to report on:
  • Inbox – mail received by your organization.
  • Sent – mail sent by your organization.
  • Drafts – draft mail created by your organization.
Mail Sub Menu Search
  1. Search for the mail you want to report on:

    • select tags from the dropdown selectors at the top of the search page
    • enter key words included in the mail into the Super search field.
       
  2. Click the Search button.
Mail search criteria

If your project uses Mail Details, you can search on words or values included in details here.

  1. Click the Add/Remove Columns button to change the report columns as required.
Configure columns button
  1. To remove columns, double-click on the column name in the Selected Columns list.
  2. To add columns, double-click on the column name in the Available Columns list.
  3. To change column order - click on the column name in the Selected Columns list, and click the up and down arrow buttons to move the column in the list.
  4. Click the OK button to save your changes.
Mail Search Options Dialog Box
  1. Select the checkbox of each mail you want to include in the report.
Mail Selected Search results
  1. Click the Reports button and choose Export to Excel.
Mail reports Button Excel
  1. Click the:
  • Row per recipient button – to export one row for each recipient (all selected columns are included in the report).
  • Row per mail button – to export one row for each project mail (some columns cannot be included in the report).
Export to Excel Row options
  1. Click the Temporary Files button to go to Temporary Files and search for your report. The report name includes the date and time the report was generated and is in the format ExportMail<mailbox>-yyyymmdd_hh-mm.xls.
Mail reports Export to Excel status

Generating and exporting an extended mail report

  1. Choose your project in the Project Selector at the top of the page.
project selector
  1. Click the Mail button on the Module Menu, and under Search, click the mail box you want to report on:
  • Inbox – mail received by your organization.
  • Sent – mail sent by your organization.
  • Drafts – draft mail created by your organization.
Mail Submenu Search
  1. Search for the mail you want to report on:

    • select tags from the dropdown selectors at the top of the search page
    • enter key words included in the mail into the Super search field.
       
  2. Click the Search button.
Mail Search criteria

If your project uses Mail Details, you can search on words or values included in details here.

  1. If required, select the checkbox of each mail you want to include in the report.
Mail Selected Search results
  1. Click the Reports button and choose Export to Excel - Extended Report.
Mail reports button Extended
  1. Click the Temporary Files button to go to Temporary Files and search for your report. The report name includes the date and time the report was generated and is in the format ExportMail<mailbox>ExtraExtendedReport-yyyymmdd_hh-mm.xls.
Mail reports Export to Excel status

Generating and exporting a standard mail report

  1. Choose your project in the Project Selector at the top of the page.
project selector
  1. Click the Mail button on the Module Menu, and under Search, click the mail box you want to report on:
  • Inbox – mail received by your organization.
  • Sent – mail sent by your organization.
  • Drafts – draft mail created by your organization.
Mail Submenu Search
  1. Search for the mail you want to report on:
    • select tags from the dropdown selectors at the top of the search page
    • enter key words included in the mail into the Super search field.

If your project uses Mail Details, you can search on words or values included in details here.

  1. Click the Search button.
Mail Search criteria
  1. Select the checkbox of each mail you want to include in the report.
Mail Selected Search results
  1. Click the Reports button and choose Export to Excel - Standard Report.
Mail reports Button Standard
  1. Click the Temporary Files button to go to Temporary Files and search for your report. The report name includes the date and time the report was generated and is in the format ExportMail<mailbox>StandardReport-yyyymmdd_hh-mm.xls.
Mail reports Export to Excel status
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