How to send a report by email: For Clients

 

Navigate to your Report section in your Menu and select Report builder:

STEPS:

  1. Locate the saved reports using different filters Report Type or Created By and then click on Search.

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  2. Next, click on Three Horizontal Dots on the right side of the report and click on Run.

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  3. You can change the Report Period, Currency, and Output (Send by Email for Sharing a report).

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  4. Next, you can add an individual user or multiple users by entering their email addresses and hitting Enter (on the keyboard). By default, your email address will be pre-populated by default.

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  5. You can select from three different Output Format, Excel, CSV, or Custom, and click on Run Report.


The colleagues you have shared the report with will receive an email with a Downloadable Report. The link to Download the report will expire after seven days. 

 

With whom can I share my Report?

You can share a report with any email address you list in the email address fields.

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