Can I send a copy of the contract data report results?


Yes. The “Send Now” functionality allows you to send the data or a link to the report you have executed by choosing from multiple delivery options and formats.

Note: If report results are large, the “Send Now” function is not the best option for providing results to others. Please consider using the “Export” option in the toolbar.

Follow these steps to use the “Send Now” (email) functionality:

  1. Select the “Send Now” icon in the toolbar.
  2. Select the “To” button to select recipient email(s) from the available registered users or your personal email list.
  3. Select the recipient name(s) from the “Available” list and select the arrow for the appropriate box (To, Cc, Bcc) to select the email address(es).
    1. To add a new email address, enter the “Address Name” (person’s name) and “Physical Address” (email address), then select “Add To Recipients.”
  4. Once finished selecting recipients, select the “OK” button.
  5. Select the “Send” dropdown to display the options of what will be sent to the recipients.
    • Data in email. The report results will appear in the email body.
    • Data in email and to history list. The report results are in the email and the report will be in your user history list.
    • Data and link to history list in email. The report results and a link to open the report list will appear in the email.
    • Link to history list in email. A link will be in the sent email to open the executed report.

      Note: The last three options are only available to users with permissions to write to their history list. The link to history list and adding data to history list add a snapshot of the data at the time the report is run. They do not refresh.

  6. Select the “Delivery Format” dropdown to display the format options for the data you are sending. Select any option except HTML if you want to compress the contents.
  7. Update the file name. (Optional)
  8. Update the Subject line. (Optional)
  9. Enter a message. (Optional)
  10. If the report is large and you are sending the actual data, compression and password protection are available options.
    1. Select the “Compress contents” box to the right of the “Delivery Format” to compress the data.
    2. Select the plus sign to expand the “Advanced Options” area.
      1. Select the “Password protect zip file” check box and enter the password. (Optional)
  11. Select the “OK” button to send the email.
  12. A confirmation message will very briefly appear under the toolbar and above the grid.