Skip to main content
Eptura Knowledge Center

Email a BI Report

  1. Last updated
  2. Save as PDF

If you want to email out a report/dashboard instantly, instead of setting up a report on a schedule, then complete these steps.

  1. From the menu, click BI.
  2. From the Reports panel, click the Standard Reports or Custom Reports expand arrow to display the reports.
  3. For the report you want to edit, click the menu clipboard_e6f236f3e0f66b51858992a41adb37e86.png icon.
  4. Click the Email Report menu item.

clipboard_e9eafed9244d10b178c593976143c996e.png

  1. In the Email field, enter in the recipient's email address.
  2. For the Export as, select the format as Excel, PDF, RTF, or CSV.
  3. The report is generated and sent and the message displays "Report will be emailed when completed". Click the Dismiss button to close the message.