Email a Report, Report Group, or Financial Statement

You can email a report, report group, or financial statement to a customer directly from the Select a Report or Form window.

1. Open Sage 50 and your company.
2. From the Reports & Forms menu, select a report area.

The Select a Report or Form window appears.

3. Select your report, report group, or statement; then select the Send To button.
4. Select Email from the Send To drop-down list.
   A report options window appears.
5. Set your report options and then click OK.

Your email application opens (if it is not already open), and Sage 50 opens and populates an email message, adding a subject line featuring the company name and the name of the report, report group, or statement you want to send. The body of the email message will repeat this information, as well as include the date when the document was generated. The document itself will be attached to the email message in PDF format.

6. If desired, make changes to the subject line, body text, or both.
7. To email the report, report group, or statement, select your email application's Send (or equivalent) button.

Note: If you are emailing a report group and your company has users and passwords set up to restrict access to certain areas of Sage 50, the reports included in the report group which you do not have access to will not be emailed.