Email Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access
To email a report,
- Go to the Reports module and open a report.
- Click Mail this Report displayed at the top.
- Choose your preferred Format for the report. The available formats are PDF, XLSX, XLS, HTML, Inline HTML, and CSV.
- Provide the recipient's email in the To address field.
- Specify the email subject and provide a short message or description.
- Finally, click Send.
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