How to Print RFI Report via Inbox
Commnia Inbox Category displays all email communication that has been sent out to users via Commnia Inbox.
Each email that is created will be logged directly onto the category folder in Commnia Inbox, you can choose to run this list as a report.
We will use Request for Information as an example but the steps will apply to any Category.
Login to your Commnia account and select your project.
To see how to select your project click here.
1. Navigate to Commnia Inbox and Select Your Folder
Once you have selected your project. Navigate to the menu bar icon and click Inbox under Communication.
Click on the Request for Information heading from the list of Inbox category folders.
2. Filter Email
If you want to create a custom report, emails can be filtered by a number of different search features.
- Simple Search by Email subject.
- In the Filter dropdown:
- Open and Unread Emails
- For a more detailed search click on the Custom filter button to open the email filter options
- Select your desired filters. For example, Due Date, By Sender, Recipient Company
- You can Sort Results by several fields, Example; From, Date, etc.
- Click on Apply to see your list of results based on the filter you selected
- To remove all filters, click on the Reset button and then click on Close.
3. Generate Report
Once you have applied these filters, you can choose to run this list as a report by clicking on the report button. There are five formats available;
Once you have selected your report type, a new window will open as a PDF or Excel document for preview.
You are able to print the report or you can save it to your preferred storage location and email.
Register Report
The register report displays a PDF summary of the list of emails in the list- based on your filters.
Register Excel Report
The Excel Report will show you the total count of emails in that category along with the closed items.
The Data will be presented in another Tab for review.