How to – Send Ad Hoc Reports
Users can now send Ad Hoc Reports directly to their email without generating them first, saving time and improving operational efficiency. This is useful when making large queries of data.
Follow the steps below to send an ad hoc Report:
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Log in to Unity
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From the Navigation Panel on the left-hand side, click the Reports module
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From the Reports Library tab, select the desired Report
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Specify the desired report parameters
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Click the Email button
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From the drop-down list, select the desired report file format (PDF, CSV, XLS, HTML)
Note: Report will be sent to the email address of the user logged in to the web.