How to email a monthly analytics report

The steps below show how to configure QLM to send an email with a monthly analytics report.

Create a custom search that returns monthly analytics data

• Launch the QLM Management Console

• Go to the Manage Keys tab

• Click the "search" dropdown and select "edit searches"

• Click Add to add a new search

  • Enter a name such as: Analytics Report

  • Uncheck Favorite

  • Set the Table to: "Analytics Installs"

  • Set the SQL to: LastAccessedDate > [today_start - 30]

• Click Ok

Create an email template

• Launch the QLM Management Console

• Go to the Manage Keys tab

• Click Templates

• Click New to create a new template and set the name to "Analytics Report"

• In the email template, enter the special tag: ***qlm_table_start***

• Create a table such as the one below, then click Save. Note that you can select any field available in the qryAnalyticsInstallsView. The fields are included at the end of this article.

Create a scheduled task

• Launch the QLM Management Console

• Go to the Manage Keys tab

• Click Scheduled tasks

• Click Add to add a new scheduled task

• Set the name of the task

• Set the License Server

• Set the Search dropdown to the search created in step 1 of this article

• Set the frequency to run every 30 days

• Click Enable Email Notifications

• Uncheck "Send to customer" and "Send to use group owner"

• In the cc field, enter the email address of the recipient

• Enter a subject

• Select an email profile

• Select an email account

• Set the Email Template to the Email Template created above

• Close the Scheduled Tasks editor

Fields available in the Analytics email template

ActivationDate ActivationKey Company ComputerID ComputerKey ComputerName ComputerType Country CustomData1 CustomData2 CustomData3 DaysInstalled DaysUsed DaysUsedUpdated Disabled Email Features FullName IdleDays IncludeInMailList InstalledDate InstallID IPAddress LastAccessedDate LicenseModel MaintenanceRenewalDate OrderDate OS ProductID ProductMajorVersion ProductMinorVersion ProductName SoftwareVersion SubscriptionExpiryDate Trial UninstallDate