Client Statement Email Batches

Modified on Wed, 20 Nov, 2024 at 4:05 PM

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Introduction

Works with the Client Statement - Batch Client Report when Email is chosen as the Delivery method and is used to track the email delivery statuses of the Client Statements sent immediately and sent at a scheduled date/time. This is also the page you are directed to when View Past Email Batches is selected.

The page is divided into two parts: 1) The top half contains the filters and search button and 2) The bottom half displays the search results. Use the following filters to refine the search results and locate the email batches you want to review:

	User - the default option is All which returns email batches for users with the status of Active, Inactive and Locked. Otherwise, Standard users can only select their username and Administrators can view all usernames in the list.
	Date Type - the options are: Created Date - date the batch client email was initiated Scheduled Date - date the email batch is scheduled to be emailed out
	From Date and To Date - determines the date range of your search

 QUICK TIP: After making changes to the filter, always select the Search button to update the search results.

Email Batch Results

The search results will initially show you the following:

Created Date	Sent From email address
Scheduled Date	Number of recipients in that batch
User that initiated sending the client statements

Depending on whether the email batch was sent immediately or scheduled, the Status displayed will indicate the delivery progress:

	Initialising - the process is still being initialised
	Sent - the process is completed
	In Progress - the process is in progress
	Cancelled - the scheduled email batch has been cancelled
	Scheduled - the batch email is scheduled to be sent at the nominated date/time

The Actions available will depend on whether the email batch is scheduled or already sent:

Scheduled - Actions available are View, Cancel, Reschedule, and Download as Excel.
Sent - Actions available are View and Download as Excel.

Email Batch Details

Once you select View, you will see more information regarding the email batch, such as the individual clients, client email addresses and the delivery statuses for each client.