Skip to main content

Send a report by email

Use the Send a Report Email plugin to email users in the organization. The plugin supports HTML and plain-text email content.

You can also specify reply details, add CC or BCC recipients, and attach a file.

Choose the email content type​

Select the function that matches the content you want to send:

  • HTML content sends an email that uses HTML content and includes a plain-text alternative for email clients that do not support HTML.
  • Text content sends an email with a plain-text body.

Configure HTML content​

The HTML content function provides the following mailing settings:

SettingDescriptionRequired
SubjectSets the email subject.No
Alt BodySets the plain-text alternative for email clients that do not support HTML.No

Configure text content​

The text content function provides the following mailing settings:

SettingDescriptionRequired
SubjectSets the email subject.No
BodySets the plain-text email body.No
Alt BodySets an alternative plain-text body.No

Add recipients and reply details​

Both content types provide the same recipient settings.

SettingDescriptionRequired
Send toSets one or more recipient email addresses. Each address must belong to a user of your account. Separate multiple addresses with commas, for example [email protected],[email protected].No
Reply NameSets the name shown for the reply recipient.No
Reply AddressSets the email address that receives replies.No
CCSends a visible copy to one or more email addresses. Separate multiple addresses with commas.No
BCCSends a hidden copy to one or more email addresses. Separate multiple addresses with commas.No

Attach a file​

Both content types support an optional attachment.

SettingDescriptionRequired
Name of attachmentSets the attachment's file name, including its extension, for example report.pdf.No
Path of attachmentIdentifies the attachment. Use the path to a Base64-encoded value in the data record or a file-manager path such as testfolder/test.pdf.No

When you add an attachment, provide its name with the appropriate file extension.

Response​

Both content types return the following fields:

FieldDescription
headerThe response header.
messageIndicates whether the email was sent successfully.
htmlHTML content encoded as Base64.
logThe process log.
infoInformation about the sent email.
errorAn error message when the email cannot be sent.

Was this article helpful?