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Report Features


 

Email Reports

 

Overview 

This article will show you how to email a Report.

Instructions

  1. Navigate to Reports
    reports.jpg
  2. Select a report
    select_a_report.jpg
  3. Select the envelope icon to email a report
    select_the_envelope_to_email_a_report.jpg
  4. Fill in fields
    fill_in_email_report_fields.jpg
    • Email Report To: Input email recipients
      • Note: Separate email addresses with a comma (,).
    • Email Lookup: Search for email addresses
    • Include Report 
      • In Email Body: Include the report as body content in the email
      • Exported as Attachment: Include the report as an attachment to the email
  5. Select Send
    select_send_to_send_email_report.jpg



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