To save a report as a PDF file that you can attach to an email

If you haven’t already read the Emailing Overview, see Saving a form or report as a PDF file that you can attach to an email for more information.

  1. From the Reports menu, choose Index to Reports to open the Index to Reports window.
  2. Highlight the report you want to save as a PDF file. Use Filters, Design and Format windows to change the report, if you wish.
  3. Click the Send To button and choose Disk; choose PDF from the list of file formats.
  4. Click Save. A dialog window opens.
  5. In the window, enter a name and choose a location for the file that will contain the PDF file. Be sure to remember the name and location of the file, since you’ll need to know it later on. Click Save.
  6. When you’re ready, use your email software to attach this file to an email message.

To save a report as a PDF file that you can attach to an email