How to share reports by email?

Now with Andy, it is possible to share Task, Record, Incident, and Audit reports directly via email from the Control Panel. In addition, you can add a personalized message for the recipient. To do this, you first need to access the Control Panel. Once inside, follow these steps:

Go to the Tasks, Records, Incidents, or Audits tool.
Select the task, record, incident, or audit you want to share.
At the top right of the screen, click the button and select Share via email.
Enter the recipient’s email address.
Optionally, add a personalized message to be included in the email.
Click Send. The recipient will receive an email with the report attached in PDF format.

In addition to being able to send reports by email, users with role level 7 can view a history with details of the shared reports: the date and time of sending, the recipient’s email address, and the email status (sent or opened). This information is associated with each shared audit and allows for precise tracking of each delivery made.

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