Emailing a copy of a Report

Many reports have the option to send the report by email to another person, by clicking the Email button at the bottom of the report dialog.

Use of this email button is governed by a user group security option - Configure > Security > Administration > Reports > "Email Reports".

To send a report by email:

1. Set up the report parameters to produce the appropriate report output.

   Example:

   

2. Use the Preview button to verify the output is as required, then close the Preview window.
3. Click the Email button to open the Contact by Email dialog, to enable you to enter the email address and other parameters:

   

   Depending on the Report you can have options on whom to send it to. In the above example the options are Provider and Specialist. Select the appropriate person(s) in these fields in order for the Email Template merge fields to be populated.

   Select them by either typing the correct codes in each field or by using the selector buttons .

   To send a copy of the email to the patient and/or specialist, select the appropriate person(s) and click the checkbox below - in the above example, Email the selected Specialist checkbox (other reports may have Email the selected Patient).

   If you are sending a form email, you can use a template by selecting one in the Email Template field.

   If you are likely to email reports on a regular basis, it would be useful to set up an email template for this purpose. You can also use the Scheduler for automatic creation and emailing of reports.

   If a template is used, the Description field will be defaulted to one from the template, but you can overwrite it if required.

   The Category field will default to the report name, but you can change it if required.

   If you have an email signature set up, you can add it to the email by clicking the checkbox.

   You have two (mutually exclusive) options for the report format: it can be emailed in a Read Only PDF format (the same as the printed version), or in the same format as when the report is exported (to a spreadsheet or word processor application).

4. When the email parameters are set as required, click the OK button to send the Email.

   Depending on the size of the report, it may take some time to create the report before the email message is added to the Outbox to be queued for sending.