Email a PDF copy of the Report

Email a report from the preview window and a PDF copy of the report is created and attached to a new email message.

ClosedGetting Started
Who Can Use It? Where Is It?
  • User
  • Assistant Project Manager
  • Project manager
  • Director
  • Administrator
  • System Administrator
    		•

    Reports > Run > Email

    Tips:

    PDF and email a report

    Send a copy of a Synergy report to any internal staff members using the email wizard. When selecting to email the report Synergy will automatically created a PDF copy of the previewed report and attach it to the email message. Use the email wizard to select which internal staff to send the PDF Synergy Report to, and optionally add extra people to the email before sending it MS Outlook®.

    ClosedSend a PDF copy of the report by email
    1. Go to Report.
    2. Locate the report and apply any required filters or column changes.
    3. Click the Run button.
    4. The report preview window is displayed.
    5. At the bottom left hand corner of the preview window click the Email button.

    Click the image above to view the Reports Preview window.

    1. The email wizard opens showing a PDF copy of the report as an attachment.
    2. Select which internal staff to send the report to by clicking the TO, CC and BCC buttons in the Staff tab.
    3. (Optional) Use the search tab to look up Synergy Contacts and Personnel to add to the email. Type part of the contact name next to the search symbol and press enter.
    4. Click the Send button.

    Click the image above to view the Reports email wizard.

    1. The new MS Outlook® email message will open addressed to the selected staff members with a PDF copy of the report attached.
    2. Update the email subject and body as required, and send the PDF copy of the report.

    Tip: Learn which other Synergy features have an email wizard to easily send a message to project contacts or internal staff.

    Want to learn more?

    Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

     

    © 2019 Total Synergy Pty Ltd

     

     

    Open topic with navigation