Click the name of a report or document to execute it.
From the Home menu, select Send Now. The Send Now dialog box opens.
Click To to locate the email address of the recipient. The Recipients Browser opens.
Choose an address from the Available list. If you do not see the correct email address to use , type the Address name and Physical Address in the respective fields and click Add to Recipients to add a new address.
Click OK to return to the Send Now dialog box.
From the Send
drop-down list, specify where the report is delivered by choosing one
of the following options:
Note: The options available may vary depending on the privileges
you are assigned. For more information on the required privileges, see
the prerequisites.
Data in email: The report or document is displayed in the email.
Data in email and to history list: The report or document is displayed in the email and is also delivered to the History List.
Data and link to history list in email: The report or document is displayed in the email, along with a link to the History List location of the report or document.
Link to history list in email: A link to the History List location of the report or document is provided in the email.
From the Delivery Format drop-down list, select the format in which to send the report. Your options are HTML, Excel, and PDF. When Excel or PDF is chosen, the report is included as an attachment in the email. If you select a format other than HTML, you can reduce the size of the attachment by selecting the Compress contents check box.
You can specify the delimiter character to use to separate values in a report, such as a comma or tab. From the Delimiter drop-down list, select one of the following:
To choose a delimiter from the list, select the delimiter you want to use, such as Comma or Space.
To specify your own delimiter, select Other, then type the character you want to use as the delimiter in the field.
Note: This option is only available if the Delivery Format option is set to Plain Text.
Select the Expand page-by fields check box to print all objects in the Page-by drop-down list when the report or document is emailed.
In the Subject line, type in a description for the emailed report.
If you want a message to be displayed in the body of the email, type the text in the Message field.
Do the following to include the report or document in a zip file:
Expand Advanced Options by clicking
.Select the Password Protect Zip File check box if you want to protect the zip file by providing a password. Type a password for the zip file.
Type the name for the zip file in the Zip File Name field.
Click OK. The report is sent to the designated email address.