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Emailing Reports |
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WorkCenter allows you to email reports as HTML or Excel attachments to a standard email.
Follow these steps:
1.) Create a library RTF document that has a merge field of <Report, asHTML> or <Report, asExcel>
2.) Save and select this document as the active document
3.) Select the contact you are sending the report to
4.) Select the report and highlight any specific lines of the report
5.) Click on the Email button