Embedding a Finished Report in Execution Emails

Display a Finished Report directly in the body of a Scheduler execution email so recipients can view it within the message.

Before You Enable This Option

Delivery time: Emails containing an embedded report may take longer to arrive. Allow additional time during testing before treating a delay as a delivery failure.

Sensitive information: Embedding a report places its contents directly in the email body. If the report contains electronic protected health information (ePHI), personal information, or other confidential data, it may be exposed through misdirected messages, forwarding, or unauthorized mailbox access.

Use particular caution when sending to third-party or external email addresses. Confirm that every recipient is authorized and that the delivery method meets your organization’s privacy and security requirements.

Embedding may not be appropriate for some users or reports. If the required protections cannot be confirmed, leave this option disabled and use an approved secure delivery method.

Open the Execution Settings

1. Open Scheduler and select Job.
2. Open your saved job.
3. Select the view and execution you want to configure.
4. Click Edit (Wizard).

Image viewing tip: Open a screenshot in a new browser tab to view it at full size.

Select the Finished Report Export

1. Select Export Finished Report.
2. Click Next and configure the report’s export settings, including its output location and filename.

Export Finished Report is selected for the Daily Sales Report execution.

Note: Export Finished Report must be selected for the embedding option to be available. This example uses PDF for the exported attachment.

Enable Email Delivery and Embedding

On the Email and Alerts Options page:

1. Select Enable Email Delivery.
2. Choose the appropriate Email Delivery Profile.
3. Enter the authorized recipients in To and, if needed, CC.
4. Enter a Subject and configure the Body as needed.
5. Select Embed Finished Report.
6. Choose whether to enable Attach File.

Enable Email Delivery, Attach File, and Embed Finished Report are selected.

Embed Finished Report displays the report inside the message. Attach File controls whether the exported file is also attached. In this example, both options are selected.

Save and Test

1. Click Next and complete the remaining wizard steps.
2. Save the job.
3. Run a test using demo data and an authorized test recipient.
4. Allow additional time for the email to arrive.
5. Open the received email and verify that the report appears in the message body.
6. If Attach File is selected, confirm that the exported file is also attached.

The Daily Sales Report appears in the email body, with a separate PDF attachment.

Review the report’s appearance in the email application your recipients use before scheduling ongoing delivery.

Troubleshooting

• Embedding option unavailable: Confirm that Export Finished Report is selected.
• Report missing from the email body: Confirm that Embed Finished Report is selected for the correct execution and that the job was saved.
• Attachment missing: Check Attach File. Embedding and attaching are separate settings.
• Email delayed or missing: Allow time for processing, then review the email profile, recipient addresses, and Scheduler logs.

Related Articles

• Managing File Attachments for Execution Emails
• Adding Export File Names and Paths to Execution Emails