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Receiving outgoing reports

Updated

Receiving a report that was emailed to you is normally a quick and easy experience. However, some users may run into issues depending on their browser, or if they do not have software capable of viewing PDF files. This article will provide detailed instructions on how to open a report, and troubleshoot any possible issues.

In this article:

Requirements

Before proceeding, ensure you meet the following requirements:

  • A PDF viewer is installed on your computer (needed to open and view the report).
  • A supported browser installed on your computer. Supported browsers include:
    • Google Chrome (Recommended)
    • Mozilla Firefox
    • Microsoft Edge
    • Apple Safari

We highly recommend Google Chrome, as it can work as both a browser and a PDF reader (PDF files can be opened and viewed in a Google Chrome tab).

Important Registration and opening reports will not work on any version of Internet Explorer! If you are an Internet Explorer user, you must download one of the supported browsers listed above to open reports received from the Data Management Portal.

Step-by-step instructions

  1. Log in to your email account and open the report email you received from SHOEBOX.

  2. Click on the report link in the email, you should be taken to the Register Device page as shown in Step 3.

    A screenshot of the email that is sent when a report is shared to a user.
  3. On the Register Device page, click the Register button.
    A screenshot of the message that is displayed when a user clicks the link to a shared report and has not registered.
    If successful, you will see the following message:
    A screenshot of the message that is displayed when a user clicks on the Register button.
  4. Return to your email's inbox, and open the SHOEBOX Device Registration Email. You may need to wait a minute or two for the email to appear in your inbox.

  5. Click on the Register Device button.

    An example email that a user will receive when they have chosen to register.
    If successful, you will see the following message:

    A screenshot of the message that is displayed once a user has registered successfully.

  6. Open the original email from Step 1.

  7. Click on the report link from Step 2.

    A screenshot of the email that is sent when a report is shared to a user.
    This time, now that your device is registered, you should see this message:

    A screenshot of the message that is displayed when a report can be downloaded.

  8. Go to your downloads folder and double click on the newly downloaded file. The PDF report should open.

Note: You will only need to go through the device registration process (Steps 1 to 5) once per device. The next time you receive an email with a report link on a registered device, these steps will not be required. However, only one device may be registered at a time, and registering a new device will unregister a previous device.

For example, if you register your work computer and open a report on it, then try to open a report on your smartphone, you will need to perform the registration process again on your smartphone, as the Data Management Portal notices that the report request is coming from a different device. If you switch back to your work computer, you will have to perform the registration again on your work computer, as the Data Management Portal now recognizes your smartphone as your registered device.

Troubleshooting

  1. Make sure you have Google Chrome, Mozilla Firefox, or Microsoft Edge set as your default browser.
    (Internet Explorer is not supported.)
  2. Make sure you have a PDF viewer to open and view the PDF files.

  3. If step 8 does not work, right click on the PDF file, select Open with, then select your default PDF viewer or Google Chrome.

    A screenshot of the options available when a user selects which application to use to open a file.

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