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:
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Go to Reports and open the report you want to view.
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Select the desired filters.
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From the Export / Print drop-down menu, select Send as Email.
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Enter the recipient's email address in the To field. You can add multiple email addresses by separating them with commas.
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Edit the default Subject if needed.
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Edit the Email text if needed. This text will be the body of the email.
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Choose the report format under Report format by selecting one of the available options. Other integration-specific options may also be available.
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PDF: Exports the report as a PDF file.
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Excel: Exports the report in Excel format.
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CSV: Exports the report as a CSV file.
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Select Save.
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