Ad-hoc emails

When you export the report as a 'PDF' or as an 'Excel' file, you can either save the report to your computer or send it as an email.

Ad-hoc emails are supported only in Inforiver Enterprise

If you select the 'Send to Email' option, you will be asked to authenticate with your Microsoft 365 account.

Send to email authentication option

After successful authentication, the following fields will be shown.

i) Email address

Here you can mention all the email addresses and AD groups to whom you want to send the report. You can also search recipients using their names.

Email address option

You can also mention external email addresses (emails of people who are not a part of the organization).

Selecting and inserting email recipients

There are two labels at the top of the field.

• All - Indicates the count of all the email recipients

• External - Indicates the count of the external email recipients

Email labels option

ii) Subject

In this field, you can enter the subject of the email. By default, it will have the names of all the fields added to the report. You can edit it if needed.

Email subject option

iii) Body

In this field, you can enter the email body.

Email body option

iv) Create a schedule

Clicking on this link will create a new schedule for the report. You can learn more about creating and managing schedules in the schedule reports section.

Create a schedule option

v) Send

Click 'Send' to send the email to the entered recipients.

Send option

vi) Cancel

Click 'Cancel' to close the modal.

Cancel option

In the next section, we'll look at snapshots.