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.

Related Articles
How can I customise, download and share my reports?
Andy allows you to customise your reports and download them in Pdf format. You can access the report you want to download from the left sidebar by selecting the corresponding section: tasks, records, incidents, or audits. Simply check the button ...
"Email" Format
The Email format is one of the many response types used to record the status of a task. It allows users to notify by email as a way of registering the task. You can configure the recipient, subject, and message in Format Settings. When marking the ...
Notifying by email when an incident is created on the Andy App
Andy allows you to notify your supervisor via email when creating or closing an incident. Simple access Andy's Control Panel and go to Settings > Templates > Incidents and click on the corresponding template. You'll find the option to notify via ...
How can I view the detailed activity of my locations from the Dashboard?
In Andy, it is possible to export the data shown in the Dashboard charts related to the activity of completed tasks. This feature allows you to extract information from the By Locations, By Groups, By Time Slots, and By Templates sections in order to ...
How to download a report as an CSV file?
Andy allows you to download any record from your store as an Excel file, giving you a better control of the tasks carried out by your team on the Andy App. To download a record as an Excel file, select from the Control Panel's left side menu the ...