Use these steps to share reports with other users in your organization. Custom reports may also be sent to someone outside the database because financials cannot be included in custom reports.

  1. After running report, click Share.
  2. In Email this report window, under Send to section, select the desired system users
  3. Enter Subject
  4. Enter custom message
  5. Click Send
To share a custom report to person outside the database
  1. Cick Share and choose Email as attachment
  2. Enter email address into Send to box, enter Subject and custom message​
  3. Click Send