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I need to mail the chart to other users and in a PDF/ Excel format. How do I achieve this?

Charts

Last Post by Nikhila 2 years ago

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Nikhila

(@nikhila)

Member Admin

Joined: 2 years ago

Posts: 338

Topic starter 19/12/2022 9:55 am

Step 1: On the main navigation bar click on Library. (Refer to the image below).

Step 2: The library has three sections to choose from. They are -

Reports
Charts
Workflow

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).

Step 4: Click on the send button to send the report/ chart to different users. (Refer to the image below).

Step 5: A pop-up appears. To send the report/ chart, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below).

Step 6: In the email feature the user can send the report/ chart to multiple users by typing their email addresses which should be separated by comma.

Step 7: The user can also select the format in which it needs to be sent. Click on the send button.

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