---
title: Configuration
description: "After you have successfully installed the application, you should configure Extended Reporting. 1. Open M-Files Admin 2. In the left-side tree view, expand the desired connection to M-Files Server. 3. In the left-side tree view, expand the Document Vaults node.…"
url: "https://extensionkit.unitfly.com/documentation/reporting-configuration/"
updated: "2025-08-13"
category: Configurations / Reporting
---

# Configuration

After you have successfully installed the application, you should configure Extended Reporting.

1. Open M-Files Admin
2. In the left-side tree view, expand the desired connection to M-Files Server.
3. In the left-side tree view, expand the Document Vaults node.
4. Still, in the left-side tree view, expand the vault where you installed the connector and select **Configurations**.
5. Expand *Other Applications*
6. Expand *Extension Kit*
7. Click on **Reporting**

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> **Note**:
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> Starting from **v25.7.0**, the Mail Server configuration has been moved to **Environments**.
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> After upgrading to v25.7.0 or higher, you must **re-enter the password** in the Mail Server settings under Environments, as migrated configurations may not send notifications until the password is updated.

| **Field** | **Value** | **Description** |
| --- | --- | --- |
| Enabled | Yes/No | Specifies whether the module is in use. |
| Configuration mode | Simple/Advanced | Display simple or advanced configuration options for module. |
| **Mail server** |  |  |
| Authentication type | One of the following: UserCredentials Office365OAuth | Specifies authentication type that will be used. [How to set up](https://extensionkit.unitfly.com/documentation/extension-kit-o365-oauth-setup-manual/)[Office365OAuth](https://extensionkit.unitfly.com/documentation/extension-kit-o365-oauth-setup-manual/) |
| SMTP server | Text | Server from which e-mail will be sent. |
| SMTP server port | Integer | Port on given server. |
| Transport security | One of the following: Auto SSL TLS None | Specifies security protocol that will be used in transport. |
| Username | Text | Username of e-mail account. |
| Password | Text | Password for that account. |
| Tenant ID | Text | Tenant ID from Azure AD. Mandatory for Office365OAuth authentication type. |
| Application (client) ID | Text | Client ID of a registered application in Azure AD. Mandatory for Office365OAuth authentication type. |
| Client Secret | Text | Client secret of a registered application in Azure AD. Mandatory for Office365OAuth authentication type. |
| Scope | Text | Default value set to: https://outlook.office365.com/.default Mandatory for Office365OAuth authentication type. |
| Local domain | Text | Specifies the name of local domain. |
| Sender’s e-mail address | Text | Email address from which e-mail will be sent. |
| ***Rule groups [n] > Group [n]*** |  |  |
| Name | Text | Specify rule group name. |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n]*** |  |  |
| Name | Text | Specify rule group name. |
| Description | Text | Optional rule description. |
| Enabled | Yes/No | Specifies whether the rule is in use. |
| Configuration mode | Simple/Advanced | Display simple or advanced configuration options for rule. |
| Trigger type | One of the following: ObjectCreated ObjectChanged ObjectChangedState ObjectEnteredState OnComment Scheduled RunOnce | Type of event that triggers the execution of this rule. **ObjectCreated.** If this option is selected, rule will be executed when source object is created. **ObjectChanged.** If this option is selected, rule will be executed when source object is changed. **ObjectChangedState. **If this option is selected, eule will be executed when source object has changed state. **ObjectEnteredState.** If this option is selected, rule will be executed when source object has entered a new state. **Scheduled. **If this option is selected rule will be executed on scheduled time. **OnComment.** If this option is selected, rule will be executed when new comment is written to source object. |
| Business critical | Yes/No |  |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Monitored properties*** |  |  |
| Property definition | Property definition | *Displayed only when Trigger is ObjectChanged.* Rule will be triggered only if any of specified properties have changed. If no property is specified rule will be triggered on any object change. |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Trigger source*** |  |  |
| Object Type | Object Type | Object type of source object. |
| Class | Class | Class of source object. |
| Workflow | Workflow | Workflow of source object. |
| State | State | Workflow state of source object. |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Trigger source >Search filters [n] > Filter [n]*** |  |  |
| Search conditions | Search conditions | Optional additional conditions that source object needs to satisfy. Conditions inside a single filter are combined with AND, while multiple filters are combined with OR operator |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Source file*** |  |  |
| Source type | One of the following: NewFile FromTrigger | Report file source type. When NewFile is selected, report will e generated in a new, empty file. When FromTrigger is selected, report will be generated in selected file from trigger source object. |
| Filename wildcard | Placeholder | *Displayed only if FromTrigger is selected as Source type.* Filename wildcard used to select file from trigger source object that the report will be added to. |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export data > Objects to export [n] > Search [n] > Status field condition [n]*** |  |  |
| Field | One of the following: ID Type Version | Status field. |
| Operator | One of the following: = != > < >= <= | Operator to use for comparing actual and expected property value. |
| Value | Value | Status field value. |
| ***Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export data > Objects to export [n] > Search [n] > Property condition [n]*** |  |  |
| Property | Property definition | Property whose value condition will be checked. |
| Operator | One of the following: ·        = ·        != ·        >  ·        <  ·        >= ·        <= ·  Contains · DoesNotContain · StartsWith ·  DoesNotStartWith | Operator to apply in comparison of actual and expected property value. |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export data > Properties to export [n]** |  |  |
| Mode | Simple/Advanced | Display simple or advanced options for properties. |
| Type | One of the following: Status field Property | Specifies type of property to export. |
| Is title | Yes/No | Specifies is name of chosen properties title |
| Custom name | Text | Specifies custom property name. |
| Show column name | Yes/No | Optional possibility to display column name. |
| Bold column name | Yes/No | Optional possibility to bold column name. |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export destination** |  |  |
| Destination | One of the following: ·        Vault ·        Disk ·        Email | Save export to the selected destination. |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export destination > Email settings > To [n] > Recipient [n]** |  |  |
| Recipient Type | One of the following: ·        Dynamic ·        User ·        Group | Types of recipient. |
| Value | Value | *Display only if Dynamic is selected as Recipient Type.* |
| User | User | *Display only if User is selected as Recipient Type.* |
| Group | User Group | *Display only if Group is selected as Recipient Type.* |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export destination > Email settings > CC [n] > Recipient [n]** |  |  |
| Recipient Type | One of the following: ·        Dynamic ·        User ·        Group | Types of recipient. |
| Value | Value | *Display only if Dynamic is selected as Recipient Type.* |
| User | User | *Display only if User is selected as Recipient Type.* |
| Group | User Group | *Display only if Group is selected as Recipient Type.* |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export destination > Email settings > BCC [n] > Recipient [n]** |  |  |
| Recipient Type | One of the following: ·        Dynamic ·        User ·        Group | Types of recipient. |
| Value | Value | *Display only if Dynamic is selected as Recipient Type.* |
| User | User | *Display only if User is selected as Recipient Type.* |
| Group | User Group | *Display only if Group is selected as Recipient Type.* |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export destination > Email settings ** |  |  |
| Subject | Placeholder Text | Subject |
| Body | Placeholder Text | If report is html document, it will override any e-mail body configured here. |
| BodyType | One of the following: • PlainText • HTML | If report is html, this setting is ignored. |
| **Rule groups [n] > Group [n] > Rules [n] > Rule [n] > Export destination > Email settings  > Additional atatchments** |  |  |
| Mode | One of the following: • CustomObject • Source • Reference | **CustomObject. **Select any custom object from vault **Source. **Select current source object **Reference. **Select any reference of the source object |
| Filename wildcard | Filename wildcard | Filename wildcard used to select file from object. |
| **Advanced settings** |  |  |
| Time to wait (milliseconds) | Integer | Number of milliseconds to wait before executing any rule in background. |
| Number of retries | Integer | Maximum number of times COM errors are retried. |
| Retry interval (milliseconds) | Integer | Number of milliseconds to wait between retries. |