E Mailing Reports – Sandbox_2025

E-mailing Reports

You can e-mail reports generated by anyone on the system to your e-mail contacts and contact groups. The reports are listed on the Report Output page; you e-mail them from here.

Click the System Reports button on the Forms & Reports menu.

Click the Report Output tab to bring it to the forefront of the screen.

The table on this tab lists all reports saved into the reports folder on your local machine (default of C:\ProgramData\Synectics\Synergy\report). Any report that you save as an HTML, XML, CSV or, PDF file automatically goes into this folder.

Note: For more information on setting up this folder, see the Client Wizards section of the Synergy Setup Wizards Guide on the Synectics Global Support Portal.

Use the Filter Reports tools to search for the report that you want to e-mail. Select it in the list and click the Email button at the bottom of the tab. The Email Address Selection dialog appears.

To select the recipient(s) from the Available Contacts list on the left side of the dialog, select them individually and click the single arrow button, or click the double arrow button to select all contacts. You may have contacts organized into a group that appears as a single entry in the Available Contacts list.

Click Ok. The report is e-mailed.

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