Emailing a Copy of a Report

When the Email button is available in the left pane, you can email a copy of the report to other users.

To email a report, complete the following steps:

1. In the Report Actions area, click Email.

   The Employee Search screen opens.

2. Enter values in the search criteria fields, and click Search.

   Note: Only employees with valid email addresses are listed. You can add email addresses in the Employee Record section > Email Addresses screen.

3. Select each employee that should receive a copy of the report.
4. In the Email Wizard Steps area, click Next.
5. Configure the email you want to send with the report.
   1. In the Subject field, enter the topic of your email, which will appear in the Subject line of the email.
   2. In the Body field, enter your email message. For example, this could include the reason you are forwarding the report and any actions the recipient should take.
   3. In the File Name field, enter a name for the report file being sent (such as the employee name). The report is sent as an attachment to the email.
6. In the Email Wizard Steps area, click Next.

   The email is automatically sent to the selected employees, along with a copy of the report.

7. In the Email Wizard Steps area, click Finish.

Subject

The topic of the email message which will appear in the Subject line of the email.

Body

The text of the email message. This could include a notation of why the report is being sent to the recipient and/or action to be taken.

File

The name of the report file being sent as an attachment to the email.