Previous Topic: Print a ReportNext Topic: Set Up a Recurring Email Schedule

Reporting › Sharing Data with Other Users › Send a Report by Email

Send a Report by Email

You can export the current dashboard contents as a report attached to an email message. The Email feature lets you specify the email address of the recipient and also the Subject line of the email message. The report is attached to the message as a document in PDF format.

Sending reports as email attachments requires an administrator to specify an SMTP server. Your user account must also have a role with the 'Send Reports by Email' role right. For more information, see the Related Topics.

Follow these steps:

  1. Open the dashboard that you want to send in an email message.
  2. (Optional) Change the time frame, if necessary.
  3. Click the Email icon on the toolbar.
  4. Supply information for the following fields:
    Send To

    Specifies the email addresses where the report should be sent. Use the standard format:

    <name>@<domain>

    Note: Use commas or semicolons to separate multiple addresses. Or you can enter an email alias that includes multiple recipients.

    Subject

    Appears in the email Subject line; describes the emailed report.

    Example: The dashboard title and any components whose data is included in the report.

    Message

    (Optional) Is a message to accompany the emailed report.

  5. Select Send Now to send the email message immediately.

    Or select Send on a Schedule to create a schedule to send the email message on a regular basis. For more information, see Set Up a Recurring Email Schedule.

  6. Click OK.

    The CA Performance Center server generates a PDF from the current dashboard and sends the report as an attachment to an email message.

More information:

Set the Email Server

Role Rights

Set Up a Recurring Email Schedule