How to Run Reports in the PageGate GUI (Windows) Client Transcript for Video:
Welcome to the video tutorial on how to run reports and review message histories in PageGate’s GUI Client.
Before we go in to how to run reports, let’s take a moment to talk about station numbers. Each instance of the PageGate Client has a Station Number associated. These station numbers can be set on a user or machine basis and it provide an identifying number that all traffic sent will have associated with it.
Workstations that share a station number will be able to see and report on each other’s messages. For example, if we have four workstations that all have a station number of 10, all four workstations will be able to see and report on all messages sent from all workstations.
Workstations that do not share a station number will only be able to see and report on messages sent from any other workstation. To use our earlier example, let’s say we have four workstations; two of which use station number 10 and two of which use station number 11. The workstations that share 10 would be able to report on each other’s messages but wouldn’t be able to see the messages sent by the station 11 workstations. If all four workstations have a unique ID, they will only be able to report on themselves.
To review a history of messages, go under the View menu. Each option allows you to review a different thing.
Pending will display a list of all messages currently in the queue waiting to go out.
Sent will display all messages that were successfully delivered.
Bad will display all messages that could not be delivered.
Scheduled will display all messages scheduled to go out at a future date and time.
History will display all messages, scheduled, pending, good and bad.
To run reports on these messages, go under the Reports menu. If you want to run a report of sent messages, mouse over Sent Messages. If you want to run a report on your scheduled messages, mouse over ‘Scheduled Messages’.
Both sections have the ability to run reports based on recipient or group or by date and time.
For example, if we want a list of all messages sent from the system between certain days at certain times, we would use the ‘by Date/Time’ option. If we want to list all messages sent to a specific selection of recipients and/or groups, we would select ‘by Recipient’.
Let’s go over the Sent Messages by Recipient import first.
Before selecting the recipients or groups, you’ll want to configure the options of the report. Modifying the options of the report resets the selections in the ‘Recipient(s)’ window.
The Start Date and Star Time specify the beginning of the report and the End Date and End Time specify the end of the reported data to search for.
Below that, we have these three options:
This option provides the recipient, sender and message information for reported messages.
This option provides the full information associated with the file, including Windows machine name, Windows logon name and every piece of information PageGate has associated with the message.
This option only provides the number of messages reported on.
Next, we have these three options:
Selecting this option will run the report on all messages, good or bad.
Selecting this option will only report on messages that were delivered.
Selecting this option will only report on messages that could not be delivered.
Below that, we have a few options. Here on the right, we have ‘Zero Values’. If you select a bunch of recipients to be included in the report. Normally any recipient that received no messages is not included in the report. If you select 'Zero Values', all the selected recipients will be included in the report, even if they received no messages
And last, you can choose whether you want to print the report, print preview the report or write the report to a CSV file.
To preview the report to the screen, select the ‘Print report’ option and make sure that ‘Preview’ is checked. Then click Print and select a printer, even if it’s just a Microsoft XPS writer, and click Print again. When you do, as you can see here, the report will display on the screen. If you want to print the report after reviewing it, click on the Print button one more time.
If you just want to print the report without previewing it first, select the ‘Print report’ option, then uncheck ‘Preview’ and click Print. Select the printer to send the job to, then click Print again.
Alternatively, you can have the report written to a file by selecting the ‘Write report to file’ option, then clicking on the ellipsis button. Select where you want the file to be written, then give the report a name. When finished, click Save, then click Print.
The Sent Messages by Date and Time recipient functions similarly to the ‘by recipient’ report but will report on all recipients and groups in the program for the selected date and time range.
This concludes the tutorial on how to review message histories and run reports with PageGate’s GUI Client.