You can email reports directly from Commspace in 2 ways:
by specifying specific recipients
by selecting the "Individual Reports" option, which will automatically send individual partner reports to each partner
Note: Before you can use the option to automatically send a partner report to each partner individually, you have to ensure that the partner records are configured correctly.
Emailing individual partner reports
Go to Reports and select Partner Allocation Report or any Production Report that you want to download
To e-mail Individual Reports, go to Options and select Yes under Individual Reports
Now go to Email Settings
Please take note of the following settings under Email Settings:
From the list of e-mail addresses, choose the sender e-mail.
The Subject of the Email message can be changed.
Edit the body of the email, as needed.
You can change the name of the report to be sent if needed (File Attachment Name).
Encrypt File Attachment - Yes or No (recipient(s) will need to open the report with their ID number(s) or preset password if you choose Yes).
File Attachment Password - If you don't set a specific password, the partner's ID Number will be the default password.
Copy to Self – Yes or No (Click Yes if you want to receive all the individual reports).
Then click on ‘E-mail’ instead of ‘Download’
Tip: If you have Active and Inactive Partners, you can select to only send Individual Reports to your Active Partners (for more help on this topic, go to Partner Status)
Emailing reports to ad hoc partners
Go to Reports and select Partner Allocation Report or any Production Report that you want to download
You can select the Report that you need to send and then go to Email Settings
Please take note of the following settings under Email Settings:
Delivery - the e-mail recipient can be changed.
From the list of e-mail addresses, choose the sender e-mail.
The Subject of the Email message can be changed.
Edit the body of the email, as needed.
File Attachment Name - you can change the name of the file if needed.
Encrypt File Attachment - Yes or No (recipient(s) will need to open the report with the preset password that you choose).
Then click on ‘E-mail’ instead of ‘Download’