The “Send to email” feature allows you to send a 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 directly from the report you wish to email, located under the “Actions” menu.
Once you've selected “Send to email”, a panel will appear. Here, you can:
- Enter the recipient's email address
- Optionally include a comment
- Choose your preferred file format: PDF, CSV, or XLSX.
Recipient options
When entering the recipient's email address, you can select any SMTP address—including individual users, distribution groups, mail-enabled security groups, or Microsoft 365 groups.
Important notes when sending to groups
- In group settings, external senders must be enabled to allow group members to receive these reports.
- For Microsoft 365 groups, members must be subscribers to receive emails in their personal mailbox (otherwise, they'll see emails only in the group mailbox). You can adjust this when adding members to a group.
- In "Organization settings", if "People in your organization" are allowed as group subscribers and there are external recipients in a group, those external recipients will also receive the report.
Press “Send” to complete the process.