Sending an analysis in an email

You can send a Visual Insight analysis to any email address, to allow users to view it even when offline.

Prerequisites

This procedure assumes the analysis you want to email has already been created.
You must have the Web Visual Insight and Execute Document or Analysis privileges.

Click the name of the analysis to run it.
From the analysis toolbar, click the Send Now icon. 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, then click > to add it to the To field. If you do not see the email address you want to send the analysis to, you can specify a new email address. Perform the following steps:

Type a name for the email address in the Address Name field.
Type the email address in the Physical Address field.
From the Device drop-down list, select the email client type of the email address.
Click Add to Recipients. The new email address is added to the To list.

Click OK to return to the Send Now dialog box.
From the Send drop-down list, specify where to deliver the analysis by choosing one of the following options:

To display the analysis in the email, select Data in email. The analysis is displayed in the email, but is not delivered to the History List.
To display the analysis in the email and deliver the analysis to the History List, select Data in email and to history list. No link to the analysis is provided in the email.
To display the analysis in the email, deliver the analysis to the History List, and provide a link to the History List location of the analysis in the email, select Data and link to history list in email.
To deliver the analysis to the History List, and provide a link to the location of the analysis in the History List in the email, select Link to history list in email. The analysis is not displayed in the email.

From the Delivery Format drop-down list, select the format in which you want to send the analysis. Select one of the following:

When PDF or Flash is chosen, the analysis 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.
Type a description for the emailed analysis in the Subject field.
Type a message to be displayed in the body of the email in the Message field.
If you chose to send the analysis in a zip file, you can specify options for the zip file, such as whether to password protect its contents. Perform the following steps:

Click the Show icon to expand the Advanced Options.
To protect the zip file by providing a password, select the Password Protect Zip File check box, then type a password for the zip file in the field.
Type the name for the zip file in the Zip File Name field.