Cyrious Control - Automated Email Report Install Guide

Cyrious Control - Automated Email Report Install Guide

The steps below will walk you through adding a Cyrious Control automated and emailed report to your Quick Reports group. When you perform your Monthly Close Out the LoyaltyLoop information will be automatically emailed to LoyaltyLoop.


Requirements

1. Control 4.0 or greater must be installed.
2. You must be able to email from Control.
    1. To check: Go to Setup -> System Setup -> Email Options.
3. You must perform a monthly closeout.


Placing the Report File in the Proper Location

1. Download the attached LoyaltyLoop Order Export file to the desktop of your server.
2. Copy the file into the Reports folder for Control.
    1. C:\Program Files (x86)\Cyrious\Control\Reports\ is the default location; however, this location may be different if you installed Control to a different path.


Adding the Report to the Monthly Closeout in Control

1. Log in to Control with a user account that has owner/admin level rights.

2. Click on Setup  | Reporting Setup.



3. In the middle column, click the + sign next to Reports in Quick Reports.

4. In this section, you’ll see a list of the different Quick Reports groups available.  Locate the group that pertains to the Monthly Closeout and click on it. In our case, this is the Close Month – Reports & Close group.

5. Click the Add button at the top of the center section and choose New Crystal Report.

6. A new set of fields will appear on the left screen; please fill in the fields with the information listed below.
    1. Menu Item Name: LoyaltyLoop Export
    2. Print Option: Quick Email
    3. File Location: LoyaltyLoop_ControlOrderExport.rpt
    4. Click the Browse button and select the report file listed above

7. Click on the Options tab of the report.
 

8. Under Email, click on Show Detail to expand the email options.

9. Change information in this section to match the settings below.
    1. Change the drop-down from Prompt User to Preset Values.
    2. To: your unique Launch File Email Address 
    3. CC: If you would like to send yourself a copy, put your email address in this field; separate multiple email addresses with a comma.
    4. Subject: Your company name, city, and state.
    5. Message: Your company name, city, and state.
    6. Send as attachment: Select this option.
    7. File Type: Tab-delimited. Note: Very important to select tab-delimited, or it will send as a PDF
    8. File Name: Your company name, city, state <<DateTime>>.txt
    9. Type <<DateTime>> exactly as it is listed; this is a merge field that will auto-append the date/time to the file name.

10. Under Date, click on Show Detail to expand the Date options.

11. Click Save on the right-side toolbar to save the report.

 


Moving the LoyaltyLoop Export before Close the Month

1. In the middle column, click the Move Up button until the LoyaltyLoop Export is listed above the Close the Month option, as shown in the images below.














2. Click Close on the right-side toolbar to exit reporting setup.


Verifying the Report is in the Monthly Close Out


1. Click on Quick Reports on the top toolbar.


2. Click on the Close Month – Reports & Close group.


3. Verify that you see a report named LoyaltyLoop Export.