Reports

Manage reports, create formatted report content, and send reports by email.

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Reports0Managed
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Email Lists3Board / Shareholders / Clients
Email Fromemail@yourcompany.comReports distribution

Add Report

Report Content Editor

Type report details here.

Email Lists

Send Report by Email

Send to lists


Or Select Individual Emails (from all lists)

Add File from Reports Available

Selected reports are included as links in the email. If a report has a valid local file path in File Link, it will be attached.

Reports Register

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DateTitleTypePeriodPrepared ByStatusFile / LinkPreviewActions