E-Mailing Reports

When you send the report as an e-mail, the system sends it to the e-mail address entered on the Report Options form, or the Intranets form (if none is used on the Report Options form).

For more information about sending reports as e-mails to customers and vendors, see Sending Reports to Customers or Vendors.

To e-mail a report:

1. (Optional) Verify that the Report Options form has been set up for the report you are running:
   • Make sure the Output Format field for this report is set to anything other than Printer.

     NOTE: If no option record exists for your report on the Report Options form, the report output defaults to the format as set on the Intranets form. The default output format on the Intranets form is Acrobat Format (PDF).

   • Verify that the E-mail Notification and Attach Report fields are both set to Yes.
     
     If you do not want to attach a copy of the report to your e-mail notification, you can leave the Attach Report field set to No. If you later want to view the report, you can find the output file at: TaskMan path\Report\Output Files\YourUserID
2. Open the report form and define the report parameters.
3. If the report is to be e-mailed to a customer or vendor, verify that:
   • The Use Profile check box is selected on the report form. (Only certain forms have this capability and option.)
   • The correct profile is set up on either the Customer Document Profile or Vendor Document Profile form. For more information, see Sending Reports to Customers or Vendors.
4. (Optional) Preview the report output. For more information, see Previewing Reports.
5. Click Print.

Related Topics

Reports Overview

Report Options

Sending E-mail Notification

Faxing Reports

Intranets

Previewing Reports

Printing Reports