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Procedure documentationE-Mailing Reports

Procedure

Use this procedure to send generated reports as e-mail attachments.

Note Note

To e-mail reports, you must have a compatible e-mail system and your Store Manager must be configured to use this option.

End of the note.

To e-mail a report as an e-mail attachment:

  1. Generate the report as described in Generating Reports.

  2. Click Send. The Export/Send Report dialog appears.

  3. Under Drive, select the location of the disk where the attachment will be saved. The current list of available folders you can use appears under File List.

  4. Do one of the following:

    • To create a new folder in which to save the attachment, click Folder, type the name of the folder, and then double-click the folder name

    Note Note

    To create sub-folders within the folder you just created, repeat the steps above.

    End of the note.

    • To use an existing folder, under File List, double-click a folder.

  5. Under File Name, type the name for the attachment.

  6. Under File Type, select the type of file that you want to create as the attachment.

  7. If you want to include the column headings and the report title in the attachment, click Including column headings.

  8. If you want to delete the attachment file from your computer after it has been sent, click Delete after sending.

  9. Click Send. The attachment is created and your e-mail program prompts you for details of the message recipients.

  10. Complete the details of the e-mail message, and then send the message.