Email Reports
To email a report after you run it, click Export Report ().
A system prompt displays to verify that you want to email the report. Click Yes.
Select the preferred format for the report from the drop-down list and click Ok. Formats available:
- Comma Separated Text
- Microsoft Excel
- Microsoft Word
- Crystal Report
If PHI (Patient Health Information) is detected in the report, a query asks
if you want to email it anyway.
Note: It is not recommended to use email to send
documents that contain PHI information. See Protected Health Information.
A window displays to save the report to your preferred location and Send Email displays. Fill in the email fields and text box and press Send.
Note: The Crystal report MAPI option to email reports is an
unpredictable method and Customer Support is unable to assist with
issues related to that option.