Email a generated report
Send a finished report as PDF or Excel (or explain how to open HTML in MCC). You need Reports and Email Merge turned on for the building.
- Open Reports from the sidebar.
- Stay on Generated reports, or run a template first until the ready dialog appears.
- Click Email.Email next to Open HTML / PDF / XLSX — Generated report actions including Email
- Click PDF, XLSX, or HTML at the top of the compose window. PDF is the usual board-pack choice.
Tip: PDF and Excel attach to the message. HTML is not attached — the recipient opens Reports → Generated reports in MCC.
- Add people from the directory search, or type a custom email and add it.
- Edit the subject if needed, then send.
Tip: Select a building first if you are on All buildings. Email Merge sends from one building.
Result: You see Report emailed. Recipients get the file (or the HTML note) and can also open Reports → Generated reports.
Was this article helpful?
