How to send a copy of any report by email, even outside of your firm.
Navigate to the report you would like to email.
Filter the report in any way you like.
Click the export button located at the top right of the report.
Select Email Report from the options.
A pop-up window will appear. Fill in the email recipient field, subject field, and message field, and select the preferred file type.
Click Send.
The recipient will receive an email from noreply@casepeer.com with the attached report and a preview in the body. They can download the file to view the whole report.
The report will reflect the selected filters and your customized column order and visibility.
NOTE: Please use caution and review recipients carefully any time you send case & client information via email.