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.
Related Articles
Overview - Reports
ServiceDesk Plus MSP Cloud allows you to generate various reports across modules. You can use predefined reports or generate custom reports as required. To generate or view reports, go to the Reports module. Filter the reports per customers by using ...Schedule Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access. Schedule report settings allow you to automatically generate multiple reports at a scheduled time. ...Configure Common Outgoing Email for Multiple Customers
Configure Common Outgoing Email for Multiple Customers This feature is not available by default. To enable it, contact support or pre-sales team. Configure a common outgoing email address for multiple customers. This common email address is ...Predefined Reports
ServiceDesk Plus MSP Cloud provides predefined reports to view information instantly. Predefined reports can also be edited to fine-tune the data as needed. Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager ...Query Reports
Role Required: SDAdmin Query reports are predefined reports generated using an SQL query. They display data in a tabular format. You can customize query reports only for date and time columns, like Created Time, Completed Time, Scheduled Start, and ...