How can I email a copy of my report or Invoice to someone?

The best option for emailing a report is to export the report in PDF format and send it as an attachment through your normal email software. This option is the most reliable and simple as it doesn't require setting up email parameters which can vary with particular email services. If this is not convenient for you, some of the reports (the ones with a PSViewer symbol in the top-left corner of the report) can have parameters set to allow you to email the report directly. The others will fail if your email service requires all emails to be authenticated. There is no workaround to this. For further information, please contact Practical Systems.

Step 1 

Run the report you wish to email.

Reports using PSViewer (identified by icon in the top left corner)

• Click on the dropdown arrow next to the export file box.

• Select the file type you wish to export. It is generally best to export the report as a pdf. 

• The report will appear in a pdf format. Save the file and then add this file as an attachment to an email. 

Reports created using Fast Reports (identified by theicon in the top left corner)

• Click on the dropdown arrow next to the export file box.
• Select the file type you wish to export. It is generally best to export the report as a pdf. 

• The report will appear in a pdf format. Save the file and then add this file as an attachment to an email.