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Email report

Emailing selected reports or particular actions

Updated over 5 months ago

You can email any report to one of your active participants by using the Email report option found in the Export function.

  • Select the type of report from the left panel.

  • Apply the filters as necessary (Period, Actions, Groups, etc).

  • Click Export and choose Email report.

  • In the following window, select the recipients from the dropdown. You can share the reports via email with any participant collaborating on the project.

  • Add a custom message.

  • Click Send to mail the report.

ℹ️ The generated report will be attached to the email as an Excel spreadsheet.

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