How to email a report that is in Excel format (or any format apart from the default PDF)
Index
Overview
The "Email Report" button only emails a PDF document. To be able to email any report in Excel or any of the other supported formats, we need to first save/export the report and then add it as an attachment to an email. The same process as you normally do with your email client. This section demonstrates the steps.
Export the Excel sheet
Fill in the normal required criteria that are applicable to the report that you want to export. Click on "Export Report"
Select Excel 8.0 as the file format. Or what ever file format you want to export as. Click "OK".
Click on "My Documents" and "Save". Rename the file if you want to - optional. I strongly recommend using the "My Documents" folder to easily find the file later.
Click on "Email Report". It can actually be any report, we are just going to make use of the email functionality - the report is immaterial at this stage.
Click on "Attachment".
Click on "My Documents" and select the appropriate file. Notice why I strongly recommended using the "My Documents" folder to easily find the file? Click "Open".
Fill in the email address and click "Send Email".
You can attach as many files as you want to the email - same functionality as your "normal" email client.