Feb 17, 2021
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.
- Define the desired filters for your report.
- Click the down arrow on the Run Report button.
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- Click Email Report.
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- Enter the To email address.
- The Subject' will default to the name of the report. You may change this as needed.
- Enter your message.
- (Optional) Select a signature from the drop-down list.
- (Optional) Select a communication Category.
- Select how you would like to attach the file from the Report Format, Attach or In-line. Best Practice is to attach Inline as email messages with attachment are more prone to going to SPAM.
- Select whether you wish PDF, Excel or CSV as the Document Format.
- Click Send.