Emailing reports

 

Reports – E-mailing


This feature allows you to e-mail reports in various formats. Available formats are, Portable Data File (PDF), Text Document, Comma Separated Value (CSV), MHT Document, Excel Document, Rich Text Document or Graphic Document.
 
1.       Click on the Tools button. 
 
2.       Select Print Report…

3.       Select the relevant report.
 
4.       Click on the OK button.
 
5.       Select any Filtering and Sorting Options, Optional Fields or Print Settings if applicable.

6.       Click on the Preview button to preview the report. 
7.       The report will be displayed, click on the  icon, then select the appropriate format.
 
8.       A Save As window will appear. Enter an appropriate File Name and then click on Save.

9.       An E-mail message window will appear with the report attached.
 
10.      Enter the relevant email address and then send.