How_do_I_email_a_report_saved_as_an_export_file_

How do I email a report saved as an export file?

Save a report as an export file and then send it by email to a recipient.

Note: This feature is only available on some reports. Reports that have this feature will have a separate Save As tab and Export tab on the Print Settings tab.

 

Before you get started

 

Emailing a report saved as an export file

1. Open Connect Utility Management > Reports > [Insert Report Name].

Note: This feature is only available on reports that use the new report base.

2. Set up the report.

3. Click to select the Print Settings tab.

 

Print Settings tab

 

4. Click to select the Export checkbox.

 

Export checkbox

 

5. Click to select the Export tab.

 

Export tab

 

6. Set up the export file options.

To learn more, see the help topic titled How do I export a report?

 

Export file options

 

7. Enter the export file name.

Note: Make sure you enter the path, file name, and file extension. Alphanumeric characters only (A-Z, 1-9). Do not use non-alphanumeric symbols or blank spaces in the file name.

Click Browse.

 

Browse button

 

The Save As window displays on the screen.

 

Navigate to the directory where you want to create the export file, enter the file name, and then click Save.

 

File Name field in the Save As window

 

The path and file name displays in the File Name field.

 

File Name field shows the path and file name

 

8. Enter the recipient's email address.

 

Email field

 

To enter more than one email address, enter the emaill address followed by a semicolon (;); and then enter the next email address.

 

Email field showing more than one email address

 

9. Click Print (CTRL+P) or Preview (CTRL+Q).

Connect saves the report as an export file to the selected directory.

  • If you selected Print, the export file is sent to the printer and then Connect will open the default email app with the export file attached to the email.

  • If you selected Preview, the Preview pane displays the report. When you close the Preview pane, Connect will open the default email app with the export file attached to the email.

 

10. Add the email subject and body, and then click Send.

 

Export file attached to email

 

The email is sent to the email recipients.

 

 

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