Skip to main content
Email a report as a PDF

How to immediately email a PDF of a report.

Updated over a week ago

One way you can share a report with someone internally is to use Futrli to send it to them as an email PDF attachment.

📎NOTE: You can only send an email to an existing user. If you want to send it externally, you need to download the report instead.

  1. Click the Reporting tab.

  2. In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.

    Click the option where the report sits currently, for example, Draft.

  3. Click the report, then click View/Schedule.

  4. Towards the right of the report, click Schedule, then click Send PDF of report now.

  5. Select the Futrli user you want to send the PDF to.

  6. Enter a subject and text for the body of the email.

  7. Click Send PDF report.

Once the report is sent, it will show under Exported PDF and Sent PDF in the Document Manager.

📎NOTE: The Send PDF option isn't available for Dashboards. You can convert a Dashboard into a Portrait or Landscape Report when you click Edit, then Page Set Up. You can then Print, Export or Send as PDF.

For more details on sharing reports, use our guide, Share a report.

📌TIP: You can also use report scheduling to set up a schedule to automatically send reports to other users on a regular basis.

Did this answer your question?