Setup Report Email Configuration
Menu Path: Admin > Report Studios > Menu > Select the option Standard > Right click on report > Email Setting > Select the Template
Note: If the template is not available for the selected report, then the “Please Select the Template” message pops up. Click on ‘OK’ and proceed
Select/Create Template for Report Email Configuration
Create a new template from the Template drop-down or assign if any templates are already created and available
Right-click on the template and select “New” to create a new template
Place the cursor on the template field and click Ctrl+insert to create a new template
Enter the description, Subject, and content to appear in the email
Address Options Tab > Select "To Email Options"
Enter additional To, CC, and BCC, and Click on Save
Send Report by Email
Menu Path: Select Required Module > Reports master > Select the report > Click on Email button > Select Address > Send
For example, if the selected template is the customer-related report, go to the CRM module, select Reports Master (if the prerequisites of the report type are list), or go to the respective master if the selected report type is internal
The “To” Address can be provided while sending a mail or as a prerequisite followed in step 4, which automatically reflects while sending a mail
