Friday Feature – Emailing Reports

I have been going on and on about the new document viewer in Escape Online. Now, I am going to tell you about my favorite feature, emailing. Of course, you can forward Escape Online reports from the My Reports activity. And, of course, you can distribute reports, taking advantage of user-based filtering. But, nothing beats the convenience of email.

There are two ways to do this. You can email the report in its native format, EODF (Escape Online Document File), or you can email the report as a PDF.

Let’s talk about the EODF format first. Undoubtedly, this is the easiest. All you have to do is click the Email icon. Escape Online automatically launches your email software, creates an email, and attaches the report.

One click. Easy.

The only downside is that the recipient of the email must also have the Document Viewer. This means that at some time, they installed Escape Online. The upside is that they don’t have to have Escape Online open. They just click the report and it will open in the Document Viewer.

The other method is for your recipients that are not and never have been Escape Online users (like a vendor maybe). In that case, you want to send it as a PDF.

Select the Open in Adobe Reader from the File menu. This is going to do exactly what it sounds like.

Escape Online launches the Adobe Reader with the report open.

Now, you click the Email icon in the Adobe Reader and then click the Attach button.

Once you click those two buttons, the Adobe Reader automatically launches your email software, creates an email, and attaches the report.

Not exactly one click, but still pretty darn easy.  And, it gives you the flexibility you need to send reports to non-Escape users.

All in all, that is something to write home about.