Specifying export visual report to mail operation options

You use the export visual report to mail operation to send a visual 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 visual 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:

   • PDF (*.pdf)
   • HTML (*.html)
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.
   The Specify [file type] export options page opens. On this page you can select additional options that are available depending on the type of file that you are creating.
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.