Sending Email Communication via Reports

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There are three email preferences (Courtesy Notices, Critical Announcements, and Upcoming Events) that tie to the choices for the Communication Type when you need to use the Communicate button in Reports.    

Instructions

  1. Set user email preferences

  2. Navigate to the Reports tab Reports Tab in the left navigation menu.

  3. Select the User/Roster Reports tab and select a report and click to generate people finder report options

  4. Click on the toolbar's Communicate (two people) icon communicate button

  5. Use the drop-down Communication Type menu to select the most appropriate type communication type drop-down

    Note:

    You can only select one Communication Type per report.

  6. Fill out the rest of the Email fields email fields

    • Sending Address: The email address the mass email will send from

    • Communication Type: Select the most appropriate communication type

    • Email Template: Select a template for the email

    • Recipient(s): Enter users' email addresses

    • CC: Carbon-copy users to the email

    • Subject: Subject heading for the email

    • Add Attachment: Drag-and-drop files into the field

    • Message: Content of the email

  7. Click Send on the bottom-left of the page send button on the email report screen.