Email a Report

To generate and email a report:

1. Go to Navigator > Reports > [Module] > [Folder]
2. Select a report, the Report Selections Form will open.
3. Select one of the following in the Destination field:
   • Screen, sends the report to the screen for viewing before you send.
   • Mail message, generates the report, saves it and attaches it to an email message.
4. If the destination selected is Mail Message, select a format from the Format field.
5. If required, apply a Filter & Sort or other options for the report.
6. Click Run (F9). If the destination selected is:
   • Screen, the report is run and will open. Go to Step 7.
   • Mail message, an email message will open with the report attached. Go to Step 8.
7. Click Mail Report (Ctrl+M).
8. The Subject field will be populated with the name of the report. Type an email address in the To field and enter email details.
9. Send the email.