How to Send a Report by Email?

Modified on Tue, 25 Jul 2023 at 04:02 PM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Reports” tab.

2. Click on the report you want to send via email.

3. Select/tick the options for the report (period, assignation, include, contact, etc.).

4. Click on “Send” at the top right.

5. Next to the “Recipients” row, click on the icon of a person with a plus sign.

6. Select the recipient(s) of the email, and click on “OK.”

7. Tick “Individual Email” to send every recipient an email (to prevent them from seeing the other recipients).

8. Write a message if necessary.

9. Click on “Send.”

You have now sent a report by email.

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