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Email Reports
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You can easily send report results via email. Perhaps the board would like a report of all Dropped Members, generate the report and email the results.

 

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.

  3. Click Email Report.

  4. Enter the To email address.
  5. The Subject' will default to the name of the report. You may change this as needed.
  6. Enter your message.
  7. (Optional) Select a signature from the drop-down list.
  8. (Optional) Select a communication Category.
  9. Select how you would like to attach the file from the Report FormatAttach or In-line. Best Practice is to attach Inline as email messages with attachment are more prone to going to SPAM.
  10. Select whether you wish PDF, Excel or CSV as the Document Format.
  11. Click Send.
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