Emailing a Report

All your reports can be emailed directly from the reporting application to one or more recipients in CSV or PDF format.  

Any modifications or filtering you have done to the report will appear in the emailed report.

To email a report click the Email button on the right hand side above the data table.

You can now provide a name, description and add one or more recipients who will receive the report.

Finally, select the format you wish the report to be sent in from the drop down list.  You can choose either CSV or PDF formats. By default, a CSV file will be delimited by a comma. This can be changed to a semi-colon or a pipe by selecting from the Delimiter drop-down box that appears when the CSV option is selected.

The report will be generated and emailed to the recipients in the background.

Have more questions? Submit a request

Comments

Powered by Zendesk