CMS People - How Can I Email a CMS Report to Someone?

PROBLEM: You'd like to email a report from CMS to someone, but aren't sure how.

SOLUTION: If you use an email editing application other than Microsoft Outlook or Outlook Express, refer to How to export any report as a PDF file and attach that PDF file to your email using AOL, Hotmail, Google Mail, etc.

But if you use Microsoft Outlook or Outlook Express, you can email any report in CMS directly from CMS using the Microsoft Mail (MAPI) feature.

Print the report you would like to email to screen.

From the print-to-screen screen, click the Export button at the top of the display.

 

Click the down arrow at Format and select the format the reader will open the report. Most reports will use Word for Windows or Excel 5.0 xls.

Click the down arrow at Destination and choose Microsoft Mail (MAPI). Click OK.

Enter the recipients email address in the TO: field and type in a subject and message. The report will be attached to the email as a Word Document. Click Send.

You may receive a notice from Outlook informing you that another application is attempting to use email address information stored in Outlook. Click Allow to continue.

You may receive a message from Outlook informing you that another application is attempting to send an email on your behalf. Click Allow to continue.

Your email recipient will be able to open the attachment in Microsoft Word.

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