Email a Report as a PDF, Word, Excel or other Format File

WebLink's entire library of presentation-quality reports can be easily emailed through the Communicator as PDF, Microsoft Word, Microsoft Excel or other file formats. To complete this action dynamically (meaning you don't have to manually Attach the file to the email), the Report must be a Crystal Report, either the ones accessible through the Reports menu, or any custom reports you've created that have the same .rpt file extension. Data Exports or or other Excel or CSV files exported from Data Grids can also be emailed, but only as an attachment that you manually attach in the Communicator.

Follow these steps to dynamically email a report:

  1. Run the report you want, either from the Reports Menu or from your My Dashboard. The Report Viewer will open and display the report you just ran.
  2. Click the Send Report link at the top right of the Report window. The Send Report window will open.
  3. Choose the file format you want the report to be saved as from the Select Report Format Type drop-down menu.
  4. Click Send. The Communicator window will open with the Report you ran automatically listed as an attachment on the Attachments tab.
  5. Configure your email message as you normally would and click Send. Click here to learn how to configure and send an email.

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This feature is included or available for purchase with the following WebLink Connect packages.

 

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  • How can I change the default from Crystal Report to PDF?

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