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Email a report as an attachment

Introduction

You can send a report as an attachment to an email.

Before you start to email reports, we recommend you take a look at your Email Setup Options and select your preferred email method, then do a test to make sure it works.

Email settings for a report are set using the Email Options properties, which control how the generated information is sent by email.

Email a report

1. You can email the report form your main Herb software, or from Report Designer by choosing File > Email > Send as Attachment.

2. Select the Provider that is used by your email application or service.

   What providers can I use?

   • Internet Mail (SMTP): Select this if you send email using a SMTP mail server, either within your own network or over the Internet. Typically, you would use SMTP for an Internet-based email service such as Gmail, Hotmail, or Yahoo.
   • Microsoft Outlook: Select this if you send your email using Microsoft Outlook (version 2010, 2007 or 2003).
   • MAPI: Select this if your email application uses a MAPI mail server; e.g. Outlook/Exchange.

3. Select the file Format for the report.

   What formats can I use?

   Format		Description
   XML	.xml	XML format can be used to import the information in the report into other software applications. XML files are text-based, and can be viewed in XML editors, Internet browsers, and text editors including Microsoft® Notepad.
   PDF	.pdf	PDF is a popular format that can be viewed and printed using the free Abode® Reader®, so it is a good choice if you want your report to be available to a wide audience. PDF files can be edited, but only by using tools such as Adobe® Acrobat®, and cannot be edited in Adobe Reader. If you want to prevent editing, or restrict access to the PDF, see Protect your PDF reports.
   HTML	.html	HTML is a popular format that can be viewed or printed using most Internet browsers.
   Excel 97-2003 Excel 2007	.xls .xlsx	Excel files can be viewed in Microsoft Excel, and also some other compatible spreadsheet applications such as OpenOffice Calc. You can choose which sections of the report to include. See Export properties. Note: Subreports that are contained in your report are not exported to Excel.
   Plain text Ansi Plain text OEM	.txt	Plain text files can be viewed in most word processors and text editors (such as Microsoft Notepad). Two types of plain text format are supported: ANSI format uses a character set that is primarily for use with Windows. OEM format uses an 8-bit character set that is primarily for use with DOS.
   CSV CSV - Length Delimited	.csv	CSV is a text-based format that can be viewed in most spreadsheet applications, word processors or text editors. CSV format can be used to import the information in the report into other software applications. Two types of CSV file are supported: CSV format produces a file in the true CSV (Comma Separate Value) format. Text is contained in double quotation marks, without padding; numeric fields have no quotation marks; and commas are placed between fields. CSV Length Delimited format produces a file which is comma separated, but is more flexible as you can specify the characters used in the output file, and enable padding of fields. See CSV Options properties.
   Bitmap image	.bmp	BMP format can be viewed by most image viewer applications (such as Microsoft Paint), and can be included in documents and presentations.
   Herb Report Data	.datareport	Herb Report Data files can be viewed in Report Designer. It is not possible to view these files in other software applications.

4. When the email opens enter a title and the email addresses of the recipients and then click Send.

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