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).

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

To email a report:

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). Other output formats are available for your use, but only the PDF, Excel, Word, and Comma Separated Values (CSV) formats are supported by Infor.
- 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
Open the report form and define the report parameters.
Optionally, preview the report output.
Click Print.