Emailing users through reports

Recipients

The email will be sent to all those who appear in the report but you can use can filter the recipient list by clicking on the filter icon:

You can target your email using the categories - valid, valid expires soon, assigned, late, failed and expired no longer required. Just tick the category you need and the recipient list will be filtered.

Alternatively, you can click on the 'Toggle all' button to remove the ticks next to the users name. You can then tick the box of those people you wish to send the email to.

Users receiving the email do not know who else it has been sent to, as the messages are separate, rather than being created from a list.

Tick the box if you want to copy the recipient's line manager to the email you are sending.

This will default to your user type e.g. General Administrator, however you can change that to your name if you'd prefer.

This is the address that will be displayed to recipients, it will default to the email address you have set in the system, however you can change that to your email address if you'd prefer.

Add the subject you'd like to appear in the subject field of the email.

You can upload attachments to be sent with the email.

Type your message - the system will use the @FIRST_NAME@ @LAST_NAME@ code to personalise the message.

Add an email address if you'd like someone to be copied into the email - this message will include the list of all recipients.