E-mailing Crystal Reports

To email a Crystal Report, complete the steps below.

  1. Go into the screen of the item you want to send via email (for example, a purchase order).
  2. Click the Preview button to display the Crystal Report.
  3. Click the Export icon at the top of the screen. The Export dialog box opens.
  4. From the available drop-down lists, select the Format and Destination. Tip: It is recommended to use Adobe .pdf as your format. Also, provided that you have email on your workstation, select Microsoft Mail (MAPI) as your destination.
  5. Next, the Export Options window opens. Select to send All pages or enter a Page Range and click OK.
    If you select a mail destination option, the Send Mail dialog box opens. In the To field, enter the email address for the person to whom you want to send the item. Complete the Cc, Subject, and Message fields, as appropriate.
    If you select the Disk file destination option, the Choose export file window displays and you can save the item to your desktop or hard drive and then open an email and attach the item to the body of the email. For more information on attachments, please refer to the online Help in your email software.