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With this function, send reports directly from portatour® to any recipients. To do so, set up your provider for email delivery once, see Set up email delivery providers.
You will find the function:
- on the customer detail page under Last Report
- in the report list by right-clicking a report
- in the report editing dialog
Then proceed as follows:
- Click Send via email or Send report via email.
- Enter the desired recipients in the To field. Optionally, use Cc and Bcc for additional recipients.
- To provide additional information, enter a message in the Optional introduction field. This is inserted into the email before the actual report content.
- Use Show email preview to check how the message will be displayed to the recipient.
- Click Send.
Notes:
- The email contains the completed fields of the report. Make sure that the recipients are authorized to receive this data.
- If the report contains external files, these are sent as attachments by default if the total size is under 20 MB. Disable Attach external files if you do not want to send the files along.