Send a copy of any report by email to any recipient, even outside of your firm.
- Navigate to the report you would like to email.
- Filter the report in any way you like (optional)
- Click the export button located at the top right of the report.
- Select Email Report from the options.
- A pop-up window will appear. Fill in the email recipient field, subject field, message field, and select the preferred file type. Then click Send.
- The recipient will receive an email from firstname.lastname@example.org with the attached report and a preview in the body. They can download the file to view the whole report.
- The report they receive will be exactly what you see, reflecting your selected filters, and your customized column order and visibility
Note: Please use caution and review recipients carefully any time you send case & client information via email