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:

  • PDF
  • 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.