Send Reports by Email

The report sharing experience has been redesigned with a new Send action that replaces the previous Share button. When clicked, a pop-up appears with two tabs: By Email and Copy Link. The Copy Link tab retains the same functionality as the previous share link feature, so your existing workflows are not disrupted.

The new By Email tab is where things get powerful. You can send any report instantly via email to one or more recipients without leaving the page. The interface is similar to the Schedule Report pop-up but streamlined with fewer fields, since it is designed for immediate one-time sending rather than recurring schedules. Just enter the recipients, add an optional message, and hit send.

This update is perfect for managers who need to quickly share a daily summary with a client, send a timesheet report to accounting, or forward productivity data to a team lead. No more exporting PDFs, attaching files to emails, or copying share links — the entire process happens in two clicks directly from the report page.