Email Reports

Role Required: SDAdmin, SDReport, Technicians with View access to reports.

To email a report,

1. Go to the Reports module and open a report.
   
2. Click Mail this Report displayed at the top.
   

1. Choose your preferred Format for the report. The available formats are PDF, XLSX, XLS, HTML, Inline HTML, and CSV.
   
2. Provide the recipient's email in the To address field.
   
3. Specify the email subject and provide a short message or description.
   
4. Finally, click Send.
   

 

• Related Articles

• Schedule Reports

  Role Required: SDAdmin, SDReport, Technicians with View access to reports Schedule report settings allow you to automatically generate multiple reports at a scheduled time. These reports can be generated in PDF, XLS, XLSX, HTML, Inline HTML, or CSV ...

• Overview - Reports

  AssetExplorer Cloud allows you to generate various reports across modules. You can use predefined reports or generate custom reports as required. To generate or view reports, go to the Reports module. Filter the reports per customers by using the ...

• Query Reports

  Role Required: Technicians with Add access to reports. Query reports are predefined reports generated using an SQL query. They display data in a tabular format. You can customize query reports only for date and time columns, like Created Time, ...

• Generate Audit Reports

  Generate custom reports of audits under Reports > New Custom Report. You can generate reports of single audits or combine multiple audits into a single report. Use the filters to customize your report as preferred.

• Email Contract Owner/Vendor

  Send email notifications to contract owner or vendor. Role Required: SDAdmin, Users with Edit permissions On the contract details page, go to Actions > Notify. Select Email the Owner or Email the Vendor, depending on who you want to notify. In the ...