Email Report as PDF File

Access this feature while running reports using Reports>{Any report}> Email Report as PDF File.

Use this button to email the report as a PDF (portable document format) file.

An email form opens and attaches the PDF file in an email. The file does NOT save to a directory. The system automatically uses the report name as the PDF filename.

Enter an email address in the From, To, Cc, and Bcc fields. To enter multiple email addresses, separate each address with a semicolon (;) and a space.

Click the Send button to begin email the report using your SMTP Connection.

 

From: Enter the email address from where the email is being sent. (This is required to email.) For example, you might want to enter your company’s email address; if you have rights to monitor it. The system displays the email address for the active user, if available. (User Credentials Email address was entered using Options>User Preferences or by the Administrator on the Security>Maintain Users form.

To: Enter an email address of the person you want to receive this report.

Note: If you are entering multiple email addresses, each address must be separated with a semi-colon and a space. Example, you@email.com; me@email.com.

Cc, Bcc: To send emails to another email address, enter that email address here. (The email address entered displays on the email being sent; however, the Bcc email address will not display on the email.)

Subject: The system automatically uses the report name as the subject line.

Attached: The system attached the selected report in a PDF (portable document format) file to the email. The file does NOT save to a directory. The system automatically uses the report name as the PDF filename.

Message: Enter a message or accept the default. The system automatically uses "Please note the attached document." as the message.