The Summit eReport module provides remote reporting access via email. Any email server can be used, no special system is required. This module may be executed on a standalone system, any client pc with access to the server, or on the server itself if it's an NT server. You don't have to have a dedicated email account, but it is recommended. It could be something like: reports@kdro.net. 

This module is a good option for those that don't want to use the web based remote reporting module, avoiding the costs associated with acquiring, installing, and maintaining a web server.

After configuring the system, to use, execute this module, press Start and minimize it. Press the Cancel button to stop processing and return to manual mode. You can watch progress on the Get Messages tab. Every message process is logged in the system log file for you to review if you wish.

Remote requests are made by sending email messages to the engine's account, putting the request in the subject line, and putting optional parameters in the body of the message. The report is returned to the sender via email.

Getting Help

Available Reports

You can demo this system by sending requests to summitsoftware@frontier.net. The engine will not be available all the time - if you don't get a reply, send a message to support or the webmaster and we'll turn it on for you.

Reports Tab

This tab is used to enable specific reports and to provide access security.

Field Descriptions

Report Name: check the box to enable access to that report.

Full Rpt Access Level: assign an access level to allow access to the full report. Optional.

AE Match Access Level: assign an access level to allow access to only the specific requestor's data. Optional.

Password: assign a password that must be specified to access the report. Optional.

For example, you may want the Sales Manager to be able to get a full advertiser list, but want the individual AEs to only get their client list. In the Define Users module, the manager would be assigned an access level of 75, and the AEs a 45. Then put a 70 into the Full Rpt field, and a 40 in the AE Match field for that report.

User Tab

User access is configured on this tab.

Field Descriptions

Allow Anonymous access: Check if you don't want the system to authenticate user names and password.

Allowed Users: Add users to this list who are allowed remote access.

System Users: A list of users defined to the system.

Configure Tab

Email access is configured and tested on this tab.

Field Descriptions

POP3

Host: enter the host name for your POP3 server. Usually the portion after the @ in your email address.

Port: enter the port number. Usually 110

User ID: enter the user ID for your email account. Usually the portion before the @ in your email address.

Password: enter the password for the given email account.

Poll Time: enter the number of seconds to wait before polling the server for new messages.

SMTP

Host: enter the host name for your SMTP server. Usually the portion after the @ in your email address.

Port: enter the port number. Usually 25.

User ID: enter the user ID for your email account. Usually the portion before the @ in your email address.

E-Mail Address: enter the full email address for this account.

From Name: enter the name you want to appear in the From field in the reply to messages.

Use the Test-Connect and Disconnect buttons to test your configuration.

Get Messages Tab

Use this tab to test the system or to manually process requests.

Press List Msgs to retrieve any messages pending in the server. Highlight a message to show, delete, or process.

Send Message Tab

Use this tab to test the message sending function.

Selections Tab

Use this tab to test the report selections function.

Questions or problems regarding this web site should be directed to webmaster@summitsoftware.com .
Copyright © 2002-2003 Summit Software Systems, Inc. All rights reserved.
Last modified: Thursday July 22, 2004.