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Feature of the Day: Ability to Email Reports

Feature of the Day: Ability to Email Reports

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Why this feature is cool!

 Our latest release will allow the end-user to email reports from within Dynamics GP 

·         Allows user to email reports that have report options

·         Will give ability to email from three different locations

·         Will have ability to attach or embed the report within the Email

What does it look like?

 All reports will be generated in HTML format.  The ability to email requires the end-user to setup an Email Option within the report options form.  Once an end-user saves the email option, they will now have ability to email the report. 

 Email Options: (Example: Reports>>System>>Security>>User Security>>click New or Modify if report option exists)

 

Click Email Options button

 

Select who will be receiving the email and how it will be displayed (either attached or embedded) in the email.  Once this is complete, then choose OK to save the email options setting for this report option.

 Now an end-user will see that an Email button is now enabled for this particular report option in three locations:

In the Reports form:

 

In the Reports Option form for the particular report:

 

In the Ribbon for the Reports Lists:

 

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  • Please add 3 and 4 and type the answer here:
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  • Good Enhancement of GP!!

  • The security is based on the report writer report its based from.

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