Share Reports by Email

on the report page, access the ellipsis drop down menu and select email to access the email report page this feature allows you to email your report to recipients unlike schedule reports, the emails sent via email report are sent automatically and cannot be scheduled to send at a later time the email will only be sent one time once in email report , under name , type a name for your report this name is visible in the report preview once you click out of the name text box the name is the subject line of the email under notes , type any notes you would like to include on the report these notes are visible in the report preview once you click out of the notes text box notes display as the body of the email under recipients , search for and select the name of the swimlane users or groups you would like to add the recipients that display in this field are other swimlane users that have role based access to the report select from those users know that you can also manually enter email address for people who are not swimlane users note name and recipients are required to send your report under report controls , you can chose to include a link to the report in swimlane, to include the report table as a csv file attachment, to include a report table, and select the page orientation of the report note when including a report table, the table displays a maximum of 25 records if the report contains more than 25 records, you receive a message at the bottom of the report table that indicates how many total records are included note unavailable report controls appears if there is a report containing a widget, or if the report does not contain a chart this lets you know that the report will be including the report table since widgets are not supported in shared reports and the chart cannot be displayed click the drop down arrow next to header and footer formatting this is where you format the header and footer for your report note the header and footer can be customized using the available editor to make more advanced changes to the layout, you can access and edit the raw html of the header and footer by opening the source code tool from the editor's toolbar once you have finished editing your report, click send now a dialog appears confirming the email will be sent momentarily once the report is sent, click close to exit your email shows the name of the account the email is sent from, the name of the report, the notes included in the report, a link to the report in swimlane if selected, a pdf of the report, and a csv file of the report table if selected note email and pdf settings can be configured in settings under email and pdf settings