Report Description
The Email Status Report provides a summary of emails sent during a selected reporting period and their delivery status. The report helps users monitor email delivery, verify that customer communications are successfully sent, and identify emails that require attention due to delivery failures or other status conditions.
The report summarizes email activity by Customer and Email Status, with daily counts displayed for the selected reporting period.
Purpose
Use the Email Status Report to:
- Monitor the delivery status of customer emails.
- Verify successful invoice email delivery.
- Identify failed or undelivered emails that require follow-up.
- Track email activity across customers during the selected reporting period.
- Support operational monitoring of customer communications.
Report Metadata
| Property | Value |
|---|---|
| Report Type | Standard Report |
| Report Category | Custom Reports |
| Primary Measure | Email Count |
| Time Dimension | Email Date |
| Default Date Filter | Past 10 Days |
| Granularity | Customer and Email Status |
Prerequisites
Before running this report:
- Customer email addresses must be configured.
- Email notifications must be enabled.
- Email history records must exist for the selected reporting period.
Email Statuses available within this report are further explained here.
Features and Primary Benefits
- Displays Customer ID, Customer Name, Email Status, details for each day in the selected time period and Totals for the entire time period.
- Embedded links allow for seamless navigation to Customer Accounts.
- Click into the Email Count column to view Email Status Details.
Predefined Filters
The following filters are applied by default when you open the Email Status Report. You can modify these filters to refine the report results.
| Filter | Default Setting | Description | ||
| Customer Name (Customer ID) | Any Value | Filters the report for a specific customer. | ||
| Email Date (Required) | 10 days |
|
||
| Email History Status | Any Value | Filters emails by delivery status. | ||
| Reporting Currency |
Notes
- The report defaults to the past 10 days, making it suitable for monitoring recent invoice email activity.
- Filters can be combined to analyze email delivery for specific customers, entities, or email statuses.
When to Schedule this Report
The timing of when to run this report depends on your organization's operational processes. A common practice is to review the report regularly—such as daily or weekly—to monitor invoice email delivery, identify failed email deliveries, and ensure customer communications are being sent successfully. The default Past 10 Days filter provides a convenient view of recent email activity.
Sample Report Output
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