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Can I email reports?

Questions on using, creating, or understanding data in Fund Manager reports.

Postby heidiasst » Fri Mar 20, 2020 8:44 am

Good Morning Mark,

Looking at the possibility of having to work from home.

I will be taking home our office computer in order to work.

Is there a way for me to email my reports rather than printing
and scanning?

Hope you are well,
Heidi
heidiasst
 
Posts: 44
Joined: Fri Mar 06, 2015 10:06 am

Postby Mark » Fri Mar 20, 2020 9:02 am

Hi Heidi,

Yes, in the Advisor version you can do this a few ways:

1) Use "File / Send by Email..." from within any report window

2) Use the "File / Batch Print/Email..." command to send multiple reports/graphs at once

3) Use "Edit / Copy Picture" from within a report, and switch over to your email program and use "Edit / Paste".

See this tutorial for help on #1/2.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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