Create and export 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 reports:

  • Export to Excel - includes all columns that you have added. 
  • Export to Excel - Extended Report – includes all columns (even ones not displayed). 
  • Export to Excel - Standard Report – includes columns that are displayed in Aconex by default. 

Tip!

  • All project mails in the search results list are included in the report, unless specific mails are selected.
  • Reports are exported to Temporary Files.
  1. Click the Mail button on the top menu and under Search, click the mail box you want to report on:
  • All - both sent and received mail.
  • Inbox – mail received by your organization.
  • Sent – mail sent by your organization.
  • Drafts – draft mail created by your organization.
  1. Search for the mail you want to report on.

  1. Click the Add/Remove Columns button to change the report columns as required.

4. (Optional) Select the checkbox of each mail you want to include in the report. 

Tip!

Leave all mail unchecked to export all search results.

  1. Click Reports and choose Export to Excel.

Tip!

If you chose the Standard or Extended report you can skip to step 7.

  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.

Tip!

If you receive an error 'There was a problem generating your Mail Excel file' try using 'row per mail' or reduce the number of mails selected or filtered. There is a maximum number of 65,535 rows for export to Excel. For any other errors, follow these troubleshooting steps.

  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. 

What's next?