Emailing a report from the Report Preview dialog

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

Open

1. Select Print.

2. Choose the report.

3. Select Email

Email Dialog

When you choose Email a PDF of the report will be generated and the Framework email dialog is opened;

Open

Selecting Contacts

When you click on the ellipsis next to To, Cc or Bcc the Email Recipients dialog opens.

1. Enter a name and email manually.

2. Select a client contact.

3. Select a job contact.

4. Select a contact with a certain entity role.