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Email a Report of Saved Search Results

Email stakeholders in your Saved Search's results a report.

Email a Report of Saved Search Results

ProcessMaker Package Required

To email a report of search results for a Saved Search, the Saved Searches package must be installed in your ProcessMaker instance. The Saved Searches package is not available in the ProcessMaker open-source edition. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Saved Searches package can be installed in your ProcessMaker instance.

Email a report of the currently displayed search results for a Saved Search to one or more email recipients. In doing so, those search results are emailed as a comma-separated values (.CSV) file that can be opened in a spreadsheet editor. Separate multiple email recipients using commas.

Follow these steps to email a report of search results for a Saved Search:

  1. ‚ÄčView the search results for a Saved Search in which to email its search results.

  2. Click the Send Report button. The Email Report screen displays.

  3. In the Send to field, enter the email address(es) for the email recipients to receive the report. Separate multiple email recipients using commas.

  4. In the Email Subject field, enter the email subject of your report to which the report will be attached.

  5. In the Email Body field, enter the email body content for your report.

  6. Click Send.

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