Include a Quadra Report as an Attachment

1. Open E-mail Builder from Administration.
2. On the main E-mail Builder page, click Build E-mail.
   
3. Follow steps for building and sending an email. After creating the email, selecting recipients, and setting the send date, click the Attachments tab in the E-mail Builder, then click Attach Quadra Report.
   
4. On the Attach Quadra Report page, fill in the fields:
   • Select a Report Format.
   • For Send email if report is blank, select Yes or No.
   • Under Report, select one of Quadra's available reports.  Depending on the type of report, you may have to select additional parameters.

5. Click Attach Quadra Report.
6. You will see your report selected as an attachment for your email. Click Complete & Schedule if you are ready to send the email.

Edit a report once the email has been scheduled:

As long as an email has a status of SCHEDULED or DRAFT, a report can be edited.

1. Under the Attachments tab, find the report in the list, and click Edit under the action menu. 
   
   
2. In the Attach Quadra Report window, make changes as needed regarding the format, report, and report date.
3. Click Attach Quadra Report.
4. You will see your report selected as an attachment for your email. Click Complete & Schedule if you are ready to send the email.