The application offers the ability to define custom reporting using user queries. This allows you to send any data retrieved from the application regularly and automatically to any email addresses. Summary of application features:

The application is available for the Premium license tier. To use the Automatic Sending of User Queries application, an active REST API interface is required; authentication is performed via an API user with administrative rights. To activate the application, please contact our sales department at obchodflexi@abra.eu

Once the application is active in your license, you can access it via a user button that is included with the installation. The button is available by default in the Issued Invoices register, or in whichever register you have selected. A new browser window will open where the application runs. The initial setup consists of 2 steps — authentication and automation configuration. Each step is described below. Authentication is only required the first time the application is launched and does not need to be repeated. The automation settings can be updated at any time by adding additional reporting configurations.

The first step of the setup requires you to connect to the server (instance) where your ABRA Flexi is running. You can find your server address in the desktop application under data source management, or in the web interface from the browser's address bar.

URL (required)

The URL of the server where your ABRA Flexi application is running. If you are running ABRA Flexi in our cloud, enter the URL in the format https://<instance-name>.flexibee.eu (must be entered without a trailing slash, exactly as shown here). If you are running the application on your own server, enter the URL address for ABRA Flexi accordingly.

Username (required)

The login name of the REST API user for ABRA Flexi. REST API user settings can be found directly in ABRA Flexi under: Tools > People and Users > On the user, tab "Login credentials" > field "User type": REST API

Password (required)

The password for the REST API user to log in to ABRA Flexi.

After filling in the details, click Save and continue.

After authentication, the Automation Settings window appears. The first step is to define the email address to which the outputs of the user queries should be sent. A single report (output) can be sent to any number of email addresses.

Note: Separate multiple email addresses with a comma, e.g. vas@email.cz, fakturace@firma.cz

The key configuration is specifying which user queries should be sent to the defined email addresses.

The list contains a complete set of user queries available to you in ABRA Flexi under Tools > User Queries. When selecting a query, you may also need to specify a parameter for certain queries, if applicable. Some user queries have no parameters — in that case, leave the field empty.

The easiest way to check is directly in ABRA Flexi under Tools > User Queries.

If you open the query for editing, you will find a Parameters tab.

These parameters must be entered in the automation settings. The parameter shortcode is important, and you then assign the value that the parameter should take for the given report. For example, based on the screenshot above, you need to enter the price level ID in the format id_cenhlad=2.

The application also allows you to schedule automatic sending. First, select the sending frequency — daily, weekly, or monthly — then specify the exact time (and optionally the day) at which the report should be sent.

The last available setting is the SMTP server configuration. An SMTP server is used to transfer email communication between the sender and the recipient. If you are using your own SMTP server, you must configure the connection to that server. This configuration is primarily intended for IT administrators.

Otherwise, emails sent by the application will be delivered via our SMTP server with the sender address noreply@reporty.flexibee.eu — your clients will not be able to reply to this email, as any replies will not be delivered.

Below is a description of each settings field, its values, and which fields are required:

The application allows you to configure automatic sending. You can define a daily, weekly, or monthly sending interval. When using a monthly interval, please account for the varying length of months (e.g. if you set the sending day to the 31st, the report will not be sent in months with fewer days). You also need to define the time of day at which the reports should be sent. The application will then automatically process the query queue and send the outputs to the specified email addresses.

Sender email (required)

The email address used as the Sender, which will be displayed to the report recipient.

Server (required)

The address of the SMTP server through which the application's emails will be sent.

Port (required)

Port number — typically 25, 2525 (unencrypted) and 465, 587 (encrypted connection)

Encryption type

Only required for encrypted connections — allowed values are ssl, tls, or an empty value.

Username (required)

The username for accessing the SMTP server.

Password (required)

The password for accessing the SMTP server.

After filling in the details, click Save and continue.

After filling in the details, click Finish or Save and continue. Save and continue is used to configure an additional report (different user queries, different email addresses, different frequency and SMTP settings). Once completed, the setup is finished and you will be taken to the report sending overview.

Once the data has been successfully loaded, a summary of reports will be displayed. For more information on how to use and operate the application, see the second part of the guide: using the application.

Need help?
If you have any questions about the application, contact us at podporaflexi@abra.eu or via the chat window in the bottom right corner.