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:
- Go to the Actions drop-down list and select Email Result.
- Enter the receiver email address in the To field.
- Enter the Subject of the email.
- Enter any Description about the email.
- Enter any User Notes about the search results (optional).
- Choose the Output Format as PDF, RTF, or CSV.
- Select the Time Zone of the data from the drop-down list.
- 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.
- Click Send.