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E-mailing reports to others in your church, school, or organization can cut costs and save paper. It’s also a good way to communicate with staff who work outside of your office. You can e-mail reports as PDF files, spreadsheets, rich text documents, and emulation text files.

If you simply want to save a report as one of these files types, you can export it to your computer or network. (If you are exporting a report, you have the additional options to save it as an HTML document, spreadsheet, or graphic file.)

ACS OnDemand

Files exported within the OnDemand environment will begin opening in OpenOffice instead of Microsoft® Office. For more information, click here.

 To e-mail a report
  1. In the reports window, select the report you want to e-mail.
  2. Optional: If the report is a Contributions or Financial Suite report, select the appropriate date range in the lower sidebar.
  3. Click Customize.
  4. Select the appropriate report options, then click Preview.
  5. On the reports toolbar, click E-mail Report.
  6. Select the file format you want to email the file as.
  7. An options window displays. The available options differ depending on your selection.
  8. Select your settings, then click OK. Your default e-mail client opens with the report attached.
 To export a report
  1. In the reports window, select the report you want to export.
  2. Optional: If the report is a Contributions or Financial Suite report, select the appropriate date range in the lower sidebar.
  3. Click Customize.
  4. Select the appropriate report options, then click Preview.
  5. On the reports toolbar, click Print Report.
  6. In the options window, select Print to File, then select the file type in the drop-down list.
  7. To select the location where the file is saved, click Browse.
  8. Navigate to the location and click Save.
  9. Depending on the file type, another options window may display. Select your options and click OK.
  10. Click OK.

If you saved the report as a spreadsheet, rich text file, or emulation text file, you can now open the report and edit it.