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Creating and Exporting Mail Reports

Choose which project mails to include in a report and the information reported on. Then export the report to Excel for further processing or printing.

Aconex provides three types of mail report:

  • Export to Excel - includes all columns that you have added. See Generating and exporting a custom mail report.
  • Export to Excel - Extended Report – includes all columns (even ones not displayed). See Generating and exporting extended mail reports.
  • Export to Excel - Standard Report – includes columns that are displayed in Aconex by default. See Generating and exporting standard 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.

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.
Selecting the mails to include in the report.
  1. Click the Reports button and choose Export to Excel.
Mail reports Button Excel
  1. In the window that opens, select either:
  • Row per recipient to export one row for each recipient – all selected columns are included in the report.
  • Row per mail to export one row for each project mail – some columns cannot be included in the report.
  1. In the next screen you can choose to go either to Temporary Files and search for your report or return to the main Mail area. 

Generating and exporting an extended mail report

  1. See Steps 1-4 in Generating and exporting a custom mail report.
  2. If required, select the checkbox of each mail you want to include in the report.
Selecting the mails to include in the report.
  1. Click the Reports button and choose Export to Excel - Extended Report.
  2. Run Steps 8 and 9 above to finish the process.
Mail reports button Extended

Generating and exporting a standard mail report

  1. See Steps 1-4 in Generating and exporting a custom mail report.

  2. Click the Reports button and choose Export to Excel - Standard Report.

  3. Run Steps 8 and 9 above to finish the process.

Mail reports Button Standard

Did you know you can save Mail & Document searches so that you can use them again? Take a look at this article and learn how. 

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