Delivery via Email

Delivery via Email

To send a report through email, select the Email checkbox. The email configuration options appear.

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Properties

Property

Description

Property

Description

Report Format

Select the required report format (for example, PDF, XLSX, DOCX, CSV).

Delivery Options

Configure format-specific delivery options. Examples: compress the file into a ZIP before attaching, ignore page breaks, or apply CSV/Excel-specific options.

Send Report As

Select whether to send the report as a Link, Attachement, or Embedded.

Note
Embedded option is enabled for relevant report format.

Save in

Select a category to store the scheduled report. You can also select Save in user’s working folder.

File name

Specify the name of the report file.

Suffix timestamp

Append a timestamp to the file name for uniqueness.

To

Enter one or more recipient email addresses.

CC

Enter additional recipients to receive a carbon copy of the report.

BCC

Enter recipients to receive a blind copy of the report.

Subject

Specify the subject line of the email.

Suffix timestamp in subject

Append a timestamp to the subject line.

Message

Enter the body content of the email.

Notes

  • Quick Scheduling supports a request-level parameter for Email From Address (under Administration > Configure > Server). This value appears as the sender address in scheduled delivery emails.

  • For password-protected formats (XLSX, DOCX, PPTX, PDF), see Creating Password to Protect Files.

 

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