Emailing Search Results

You must first configure email settings under ADMIN > Settings > System > Email. With the search result displayed in ANALYTICS tab, complete these steps to email search results:

  1. Go to the Actions drop-down list and select Email Result.
  2. Enter the receiver email address in the To field.
  3. Enter the Subject of the email.
  4. Enter any Description about the email.
  5. Enter any User Notes about the search results (optional).
  6. Choose the Output Format as PDF, RTF, or CSV.
  7. Select the Time Zone of the data from the drop-down list.
  8. Select the Report Template if you select PDF or RTF format:
    • Defined - to use the template defined for this report defined under RESOURCES > Reports or use the system default template for ANALYTICS export.
    • New - to create a new custom report template for one-time use. The Report Design settings appear when you choose this option. Note that this template will not replace the template defined under RESOURCES > Reports.
      Refer to Designing a Report Template for the steps to design the Cover Page and Table of Contents.
  9. Click Send.