Q: Email reports

The mesHerb is displayed if you are using Outlook 2000 build 6627 (service pack 3). It is there to prevent security breaches.

This link will take you to the information on Microsoft's website: http://support.microsoft.com/kb/884998.

Some email options send your emails to your Inbox ready to be sent. If you can't see them there or in Sent Items, check the email software you want to use is set correctly for your computer.

To test email is working in Report Designer, choose Tools > Options, select the Email Setup tab. Select the way you will send your email (MAPI, Internet Mail (SMTP), or Outlook) and click Test.

1. Open the report or layout in Report designer.
2. Choose File > Send as Attachment.

Only the one report/document is generated for email, regardless whether the information is normally sent as separate documents.

There are a few ways to do this.

In your main Herb software select the records you want emails generated for; then generate the report.

You could also filter the list in your main Herb software using search, so that only those records you are interested in are displayed.

You will see this mesHerb if you try to email a report, but have not yet set up the report's Email Options properties.

For help in setting up these properties, see Email Settings (Email Options).

This mesHerb is displayed if you try to email a report as an attachment, but the mail provider (e.g. MAPI, Outlook, Internet Mail (SMTP)) that you selected has not yet been configured.

To configure a mail provider, select Tools > Options, then select the Email Setup tab; see Email Setup Options (details).

This depends on the groups set up in the report. Groups contain variables such as contact names and references that can be used to split the report into separate documents.

To take advantage of groups when emailing you need to set up the report's Email Options properties.

Regardless of groups, you can always email the whole report.