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Emailing a report from the Preview view

Accountants Enterprise in Australia only

To email a report from the Designing Reports window within Report Designer (on the Reports tab)
  1. Open the report you want to email.

  2. Click Preview.

  3. Click
    .The Email Report as an Attachment window opens.
  4. In the Attachment Settings, enter a File Name or alternatively, keep the default name.
  5. Select a File Type from the drop-down list. The file type can be Microsoft Word, Excel or PDF.
  6. (Optional) Click the Options button to compress, save or password protect the attachment:
    • To protect the attachment with a password:

      1. Select the Password protect the attachment option to secure your report.

      2. Type in a password, then type the password again in the Confirm Password field to confirm.

    • To send a compressed or zipped attachment:

      1. Select the Compress the attachment option.

    • To save the attachment:

      1. Select the Save the attachment option. To change where the file will be saved to, click the ellipses

        button and browse to the new location.

  7. Click Email. An Untitled email message appears with the report attached.

  8. Enter or select the recipient's email address and if required, type a message (as you normally would).

  9. Click Send.

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