Email

The Email option allows you to export a view in various file formats and send it by email in the same process. SEI supports the following export formats—PDF, XLSX, XLS, CSV, HTML, XML, and PNG (for charts and dashboards only).

To email a view:

  1. Click the button in the Settings menu (right panel) and select Email.

  2. Select the desired format.

  3. Enter one or more email addresses.

  4. Enter a subject and body text.

  5. Click Confirm.

Note

For WebClient Cloud, the sender email address follows the format "FirstName LastName" noreply@sageenterpriseintelligence.com