Sending Reports By Email

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Go Up to Using Reports

If emailing reports is enabled, follow these steps to send a report by email:

  1. Open the Solution Browser page: ER Tools > Shared Reports.
  2. Under Shared Reports, click either Business Reports or Technical Reports.
  3. Click the name of the report you want to make favorite. For additional information about the standard reports, see Shared Reports.
    Note: Users can see all shared reports, regardless of whether or not they have permission to access the ER objects that the report accesses. However, when users that try to run a report that access ER objects which users do not have permission to access, users get an error message instead of the results of the report.
  4. On the Shared Report Configuration Page page that opens:
    1. Choose the parameters for your report.
    2. In the View as combo box, choose the desired type of output for the report results: html, pdf or xls.
    3. Click Send by Email.
  5. In the Email Report dialog that opens:
    1. Specify in To an email address of the recipient.
    2. Click Submit to send the message.

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