NOTE: The email program (such as Outlook) used by the workstation from which the report is being emailed must be open to email reports.
  1. Preview the desired report.
  2. Select the envelope icon on the preview tool bar.
  3. Select the Format to use (PDF, Excel, etc.).
  4. Select Microsoft Mail (MAPI) for Destination.
  5. A send mail window appears
  6. Enter the appropriate email recipient(s) and other desired information.
  7. Click Send.
  8. The report is added as an attachment to the email and sent to the recipient(s).
If you are using Blackbaud Hosting Services:
  1. Open your hosted Outlook by going to Tools > Microsoft Outlook and minimize the window.  
  2. Preview the desired report.
  3. Select the envelope icon on the preview tool bar.
  4. Select the Format to use (PDF, Excel, etc.).
  5. Select Microsoft Mail (MAPI)for Destination
  6. A send mail window appears
  7. Enter the appropriate email recipient(s) and other desired information.
  8. Click Send (click Yes or Allow to any resulting prompts until the email sends)