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bjshearer
Level 1

How do I send a financial report as an attachment to an email?

 
2 Comments 2
JenoP
Moderator

How do I send a financial report as an attachment to an email?

Hi there, bjshearer. 

 

You can save and email reports as PDF documents, making them easy to share with your customers and vendors. Here's how:

 

  1. Display the report you want to save or email.
  2. Go to File, select Print Report, and then click the PDF button to save it as PDF.
  3. You can also go to File and select E-mail Report as PDF to email it as PDF.

 

I also have these articles to share for additional guidance and reference: 

 

 

You can always reply to me or post questions in the Community if you need help again. We're always here to guide and assist you. 

JenoP
Moderator

How do I send a financial report as an attachment to an email?

Hi bjshearer,

 

Hope you’re doing great. I wanted to see how everything is going about emailing reports as attachments. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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