To email a recipient a copy of a Custom Report from TrackerRMS, hover over the Reporting Tab and either select the Report from your Recently Viewed dropdown, or click into one of the available views (such as My Reports, All Reports or My Favourite Reports).
Open your Report and you will see in the top, right hand corner, the option to Export. Click here and from the dropdown, select Email Report.
Start typing the name of the record for whom you wish to email the Report to and select their email address from the dropdown. The subject will be automatically populated with the name of the Report, but you can edit this if necessary and you can see the Report has attached in the attachments section. Enter your email text and add any follow ups at the bottom of the page, then hit 'Send'.
