Specifying export quick report to mail operation options

Use the export quick report to mail operation to send a quick report in an email.

1. Open the Specify operations page of the Action Wizard and click Add Operation.
   The Operation Wizard opens.
2. Click Export quick report to mail and then click Next.
   The Specify export parameters page opens.
3. Select the file type that you want to export from the Export type drop-down list.
   Valid file types are:

   • Avro - Apache Avro (*.avro)
   • Parquet - Apache Parquet (*.parquet)
   • Text (*.txt)
   • CSV (*.csv)
   • PDF (*.pdf)
   • HTML (*.html)
   • IXF (*.ixf)
   • XML Extensible Markup Language file (*.xml)
   • XLS Microsoft Excel 97-2003 (*.xls)
   • XLSX Microsoft Excel 2010 and later (*.xlsx)
   • PNG (*.png)
4. Specify the name of the file attachment in the email in the Attachment name field.
5. If you want to specify a conditional file attachment name, click the ellipsis (...).
   The Formula Editor opens.
6. Specify the formula to use to determine the name of the attachment and click OK.
   The Formula Editor closes.
7. Click Next.
   • If you selected the PDF format, the Specify PDF export options page opens. On this page, select additional export options that are available for the PDF format and click Next.
   • If you selected the HTML format, the Specify mail settings page opens.
8. On Specify mail settings page, specify values for the following parameters:
   • Select the format of the body text from the Format list. The available formats are Text and HTML
   • The address that the email will be sent to in the To field
   • The address that a carbon copy of the email will be sent to in the Cc field
   • The subject of the email in the Subject field
   • The body text of the email in the Message field
   • The address that will send the email in the From field

   For each of the fields on the Specify mail settings page you can click the ellipses button (...) to access the Formula Editor. Use the Formula Editor to specify conditional values.

9. To specify SMTP server parameters, click SMTP Settings. In the SMTP Settings window, specify whether to use a server predefined by administrator or a custom one.
   1. If you decide to use a predefined SMTP server, select the required server from the list of predefined servers or click Add Server to create one.
   2. If you decide to use a custom server, specify server parameters including its address and port number. If the SMTP server requires authentication, select Use SMTP authentication, and then specify user name and password. If it is necessary to specify additional access preferences, click Advanced to open the Advanced SMTP Settings window where you can add required keywords supported by javamail. Click OK.
   Click OK to close the SMTP Settings window.
10. Click Finish.
    The Operation Wizard closes.