If you need to email someone a report, all it takes is a few simple steps:
Log into Operate at operate.essensys.tech.
Go to Reports and search for the report you need to send. Click on its name to open the view mode.
Next, click the Email button at the top right of your screen.
The Email editor will now be displayed, with your report automatically attached in CSV format. The editor will also insert your Operate user profile email and a Subject line. You can edit both if you like. You can personalize the email itself and/or apply a template. Read more about this and other email features in Sending an Email to a Contact in essensys Operate
