This section outlines how to manually email generated reports to pre-selected users.

Overview

Once a report has been generated, you have the option to manually email it to a specific group of users.

Setting Up Email Recipients

To define which users can receive reports via email:

1. Navigate to Setups > Reporting > Reports Email Setup.

2. Select the desired users from the list.

3. Click the Save button.

Important: For reports to be successfully sent, ensure that each selected user has an email address entered in their profile. You can verify or update this under Setups > Security > Users > Email Address.

Sending a Report

After a report has been generated, locate and click the Email Report button to send it to the pre-selected users.