The “Send to email” feature allows you to send a custom report to a specific email address in PDF, CSV, or XLSX file format as a one-time action.
You can access the “Send to email” feature in two ways.
1. From the “Custom reports” page
If you are in the viewing the “Custom reports” list, select a report from the list. The “Send to email” button will appear in the top menu.
2. From the report
If you are already viewing the report you wish to email, find this feature under the “Actions” menu.
Once you've selected the “Send to email” action, a panel will appear. Here, you can enter the recipient's email address, include a comment (if desired), and choose the preferred file format: PDF, CSV, or XLSX.
Press “Send” to complete the process.