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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 and run your report.
  2. When you have the data set you are looking for, click the ellipsis  next to the Run Report button. This will expand the report options flyout menu.
    Our final report results, and the expanded Report Options menu.
  3. Select the Email Report option. This will open a Send Email window.
    Emailing a report.
    • Select a From address (this could be you or any other staff member).
    • Enter the recipient(s) in the To email address field either by manually typing it in, by selecting a contact from the type-ahead matching options, or by using the Address book to select a list, group, or tags for multiple contacts.
    • The Subject will default to the name of the report. You may edit 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.


      Did you know? Best Practice is to attach Inline as email messages with attachments are more prone to being flagged as spam and/or ending up in junk mail.


    • Select whether you wish PDF, Excel or CSV as the Document Format.
  4. Click Send.
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