Emailing Reports

When you send the report as an email, the system sends it to the email address that is specified on the Report Options form, or on the Intranets form if no address is specified on the Report Options form).

For more information about sending reports as emails to customers and vendors, see the topic "Sending Reports to Customers or Vendors."

Note:  Before reports can be printed, TaskMan must be set up as described in the System Administration Guide.

To email a report:

  1. Optionally, verify that the Report Options form has been set up for the report you are running:
    • Make sure the Output Format field for this report is not set to Printer.
      Note:  If no option record exists for your report on the Report Options form, the report output defaults to the format as set on the Intranets form. The default output format on the Intranets form is Acrobat Format (PDF).
    • Verify that the Email Notification and Attach Report fields are both set to Yes.

      If you do not want to attach a copy of the report to your email notification, you can leave the Attach Report field set to No. If you later want to view the report, you can find the output file at: TaskMan path\Report\Output Files\YourUserID

  2. Open the report form and define the report parameters.
  3. If the report is to be emailed to a customer or vendor, verify this:
    • The Use Profile check box is selected on the report form. (Only certain forms have this capability and option.)
    • The correct profile is set up on either the Customer Document Profile or Vendor Document Profile form.
  4. Optionally, preview the report output.
  5. Click Print.