Tip#9: How to Send a Report

Need an easy way to send out data without downloading files and attaching to email? FR TRAC allows you to send reports directly to any user of your system.

How to Send a Report


Sending Reports

1. From the Reports Menu, click the report you want to send. 

2.  Select the report view and apply appropriate filters to ensure you have the data set you want. 

3.  Click Send To.., select the report recipients and click Send from the Send Report By Email popup. 

Note: Report recipients will receive an email with a button to download the Excel or Word version of the filtered report details you sent. You will be notified via email whenever a recipient downloads a report you sent.