Managing reports and emails
These features enable you to manage and deliver Akuiteo data using several media.
Management screens for reports, emails and Outlook synchronization are available from the menu bar via Tools > click on the desired option.

Unlike standard reports that are set up in a specific context, summary reports can be started out of context.
The report must contain its own queries to be able to retrieve the data to display. These reports are developed with the BIRT design tool. To learn more about BIRT, please contact your Akuiteo project manager.

This feature enables you to search for and display the emails included in an Outlook directory, directly from Akuiteo.

Important
The synchronization of contacts with Outlook uses a Windows plugin. Therefore, this synchronization cannot be used with Mac.
Note
The list of contacts to synchronize is stored by default on the user's workstation. Do not forget to save user preferences in the database to prevent losing them if the workstation is changed.
The contacts available in Akuiteo can be synchronized with your Outlook's contact list. This synchronization is bidirectional: during the synchronization, the contacts created or modified in Akuiteo are created or modified in your Outlook's contact list, and vice versa.
Identifying contacts to synchronize
Contacts must be manually added to the Outlook synchronization from the Desktop Application:
1 | From the People > Contacts menu, search for contacts with the desired criteria. |
2 | Select the desired contact(s) from the search results. |
3 | Right-click on the selection and click on Add to Outlook synchronization, then confirm. |
The contacts will be taken into account for the next synchronization of contacts.
To remove a contact from the Outlook synchronization, right-click on this contact from the search results, click on Delete Outlook synchronization then confirm.
Tip
To see the list of all the contacts to synchronize, click on Edit > Search contacts synchronized with Outlook from the contacts search screen.
Starting the synchronization of contacts
1 | Click on Tools > Synchronization > Synchronization of contacts. |
2 | Confirm the synchronization. |
The relevant contacts are synchronized with your Outlook contacts. This synchronization is a background process.