Email a report to a customer

Originally written by Luke Mavin. Published 22 May 2024 on the Motasoft VGM Help Centre.

Emailing Reports to Customers in VGM

You can email certain reports, such as the Customer Statement report, directly to customers. Follow these steps to email a report:

1. Navigate to Financial > Reports. Double-click on the report you wish to run (e.g., Customer Statement report).
2. In the View Report Criteria window, choose the desired date range and other criteria for your report. Select a customer from the customer selection box. Note: If the report does not have a customer selection box, it cannot be emailed to a customer.
3. Upon selecting a customer, the Email button at the bottom of the window will become enabled. Click on the Email button to open the Send Report by Email window.
4. If you have a default Report Email Message Template configured, the From, Subject, and Message fields will be automatically populated. Review and, if necessary, adjust the email details.
5. Once you are satisfied with the email content, click the Send button to email the report to the selected customer.