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

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Nikhila
(@nikhila)
Member Admin
Joined: 2 years ago
Posts: 338
Topic starter  

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

1671443715-Library.png

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). 

1671443749-mychartoptions.png
Step 4: Click on the send button to send the report/ chart to different users. (Refer to the image below).
1671443781-actions5.png
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). 
1671443810-sendreportemail.png

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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