Aliquot has the ability to send out Reports in many different ways. The Help guide will be focusing on how to send the reports via email within Aliquot Platform.
From the main dashboard you will click reports at the top then report list.
Next find the report you want to send in the report list. You can narrow down you list by filling out the hierarchy filter on the left side of Aliquot.
Once you have your report chosen and you are in the report, at the bottom left corner you will see the view pdf button. Click that and it will take you to the next menu.
Now in the view pdf report, you will see a menu at the top. In that menu you will see an envelope icon. Click on that icon to take you to the email report screen.
Finally on the email report screen you will fill out who you are sending it to. There is the ability to write out an email message. If you have any saved contacts in Aliquot, you will see them on this screen to choose from to send to as well. Once finished hit the send report button on bottom left and the email report will be sent out to the recipients.
