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
