Email Reports as PDF File
|
Access this feature while running reports using Reports>Report Binder> |
Email Reports as PDF File. Use this form to create and email the report as a PDF (portable document format) file.
The PDF is created and attached to a blank email. This is an email client that is housed on the remote application server. Therefore, you will need to enter the full email addresses of the desired recipients.
We recommend that the SMTP Connection information be set up and tested by the Administrator before creating an email template (Organization>Organization Information>Email Setup tab).
From: Enter the email address from where the email is being sent. (This is required to email.) For example, you might want to enter your company’s email address; if you have rights to monitor it.
To: To send emails, enter that email address here. (The email address entered displays on the email being sent.)
If you are entering multiple email addresses, each address must be separated with a semi-colon and a space. Example, you@email.com; me@email.com.
Cc: To send emails to another email address, enter that email address here. (The email address entered displays on the email being sent.)
If you are entering multiple email addresses, each address must be separated with a semi-colon and a space. Example, you@email.com; me@email.com.
Bcc: To send emails to another email address, enter that email address here. (The email address entered will not display on the email.)
If you are entering multiple email addresses, each address must be separated with a semi-colon and a space. Example, you@email.com; me@email.com.
Note: We recommend that the organization include their email address as a Cc or Bcc, so that you can collect historical information about the emails being sent from MIP. Do not delete these emails, as they are your only historical record.
Subject: Enter the subject line for the process type selected. This text displays in the subject line of every email sent for this process type.
Attached: The system attached the selected report in a .pdf format to the email.
Message: Enter a message to be included in the email for the process type selected. For example, it could include information such as a contact person and telephone number that would be applicable to all customer’s receiving an emailed invoice.
Send: d
Cancel: d
Help: d