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Emailing Reports in Bulk

Sometimes reports are completed but never emailed, for example when your company does not send reports automatically. The Not emailed chip finds them, and Email selected sends them in one go.

You need to be an Admin or Full Access user.

  1. Go to Reports/Tasks and click the Completed tab.
  2. Click Not emailed. The list now shows only completed reports and tasks that were never emailed. Use Report, Task and Date range to narrow it down as usual.
  3. Tick the reports you want to send, or tick Select all on this page.
  4. Click Email selected.
  5. Check the message and click Send.

Each report goes to its property’s report contacts, exactly as if you had opened it and clicked Send Report. Sent reports leave the list once they are on their way.

If a property has no report contact, the message names it before you send. Its report reaches no one, so add a report contact to the property first. See My Customer Didn’t Receive the Email.

Every row on the Reports list shows the actions raised from that report:

  • 2 open actions (amber): some are still open.
  • 2 actions, all closed (grey): every one is resolved or closed.

No label means the report has no actions.