Procedures

You can distribute reports via email messages.

Related topics:

  • Distribute a Report by Email
    You can send a report as a file attached to a standard email message, or you can send a link to the report in an email message.
  • Distribute a Report Using an Email Template
    An alternative to distributing a report as an attachment to a standard email message is to send it using an email template. The main difference is that the subject and body of email templates can contain database fields. When you send the email message, Ajera CRM replaces the fields with actual data, such as an employee name from the Employee Info Center.
Parent Topic: Sending Reports as Email Attachments Overview