Send Reports by Email

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 [e-mail] 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