Email a generated report

Send a finished report as PDF or Excel (or explain how to open HTML in MCC). You need Reports and Email Merge turned on for the building.

manager· Updated October 10, 2026Open in app
  1. Open Reports from the sidebar.
  2. Stay on Generated reports, or run a template first until the ready dialog appears.
  3. Click Email.Email next to Open HTML / PDF / XLSX — Generated report actions including Email
  4. Click PDF, XLSX, or HTML at the top of the compose window. PDF is the usual board-pack choice.

    Tip: PDF and Excel attach to the message. HTML is not attached — the recipient opens Reports → Generated reports in MCC.

  5. Add people from the directory search, or type a custom email and add it.
  6. Edit the subject if needed, then send.

    Tip: Select a building first if you are on All buildings. Email Merge sends from one building.

Result: You see Report emailed. Recipients get the file (or the HTML note) and can also open Reports → Generated reports.

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