How to Send a Report by Email

1️⃣ Open the Report Builder

📍 Go to: Menu > Reports > Report Builder

2️⃣ Locate the Saved Report

🔹 Use filters such as:

• Report Type
• Created By
  🔹 Click "Search" to find the desired report.

3️⃣ Run the Report

🔹 Click the three horizontal dots (⋮) on the right side of the report.
🔹 Select "Run".

4️⃣ Configure Report Settings

🔹 Modify the Report Period, Currency, or Output (if needed).
🔹 Select "Send by Email" for sharing.

5️⃣ Add Recipients

📩 Enter one or multiple email addresses.
🔹 Press Enter after typing each email.
🔹 Your email address is pre-filled by default.

6️⃣ Select Output Format

📂 Choose from:

• Excel (.xlsx)
• CSV (.csv)
• Custom Format

🔹 Click "Run Report" to send the report.

📌 How Recipients Receive the Report

✔️ An email with a downloadable report will be sent to the recipients.
✔️ The download link expires after 7 days.

📌 Who Can You Share a Report With?

• Any email address you enter in the recipient field.
• Internal colleagues or external partners (if needed)