Send a Report as an Email

Ensure you have the Can access reports page and Can access stock reports permissions. If not, contact your Provet Cloud administrator for assistance.

To send a report as an email attachment, follow these steps:

  1. Go to Reports and open the report you want to view.

  2. Select the desired filters.

  3. From the Export / Print drop-down menu, select Send as Email.

  4. Enter the recipient's email address in the To field. You can add multiple email addresses by separating them with commas.

  5. Edit the default Subject if needed.

  6. Edit the Email text if needed. This text will be the body of the email.

  7. Choose the report format under Report format by selecting one of the available options. Other integration-specific options may also be available.

    • PDF: Exports the report as a PDF file.

    • Excel: Exports the report in Excel format.

    • CSV: Exports the report as a CSV file.

  8. Select Save.

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