Results Reports Email Setup

After batches are built in the Action Board, a Build Results Report is generated.

After processing checks and EFTs in the Action Board, the Print Process Results Report is generated.

After posting checks and EFTs in the Action Board, the Posting Results Report is generated.

By default, these reports are created/ displayed immediately after the corresponding process had completed. You can choose to send them to a chosen email address instead. For example, you can send the Build Results Report to Approvers when using the approval workflow to notify them with a single report, rather than having them notified with every batch that is built.

Configure Email Settings for Results Reports

*To open the Action Board Options window, go to the Mekorma Area Page > Setup > System > Action Board Setup > Options

1. Open the Action Board Options window.

2. In the All Actions section, check the box next to Email Report After Processing.

3. Enter the correct email address in the Email Address field.

4. Click Save.