How Do I Email Transaction or Sales Reports Out Of Acctivate?

It is not necessary to manually attach a report to an outgoing email, simply clicking the email button from a report preview will automatically add the report to an outgoing email as a PDF attachment.

  1. First bring up the report you would like to send. In this example, we can use the most recent Inventory receipt report under Inventory > Inventory reports > Transactions > Inventory Receipts > Select > Change the date filter to today > preview .
  2. Once selected the report preview will show the report layout.
  3.  On the report preview window click on EMAIL. The email button will automatically attach the email to the email form using the users default email address configured under File > configuration manager > Users > User information.