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Emailing a report from the Report Preview dialog
Emailing a report from the Report Preview dialog
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Overview
This article explains how to email a report from the Report Preview screen. This was previously available on select reports. From Framework version 8 it is available on all reports.
Emailing the report
Select Print.
Choose the report.
Select Email
Email Dialog
When you choose Email a PDF of the report will be generated and the Framework email dialog is opened;
Selecting Contacts
When you click on the ellipsis next to To, Cc or Bcc the Email Recipients dialog opens.
Enter a name and email manually.
Select a client contact.
Select a job contact.
Select a contact with a certain entity role.
You can multi select from any of the lists by pressing the CTRl button as you select contacts.
, multiple selections available,
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