WebI: Send button within an open report

Question:
Why is the Send button grayed out on the menu bar of an open WebI report?

Send button grayed out on menu within a report

Answer:
This is expected behavior. You cannot Send from within a report; you must do so from the Document tab. To send a report, follow these steps:

  1. Click the Save icon on the report's menu bar.
  2. Save the report within a My Favorites folder.
  3. Go to the Documents tab and select the My Favorites folder you saved the report to, then select the report you saved in step 2 above.
  4. On the Documents tab's menu bar, select Send, and then BI Inbox.
  5. After choosing recipients and completing other necessary fields, click the Send button in the bottom right.

*Need help?*
If you need help, please contact the EIM team by using one of the methods listed at: https://www.unh.edu/it/service/get-help, or calling the IT Service Desk at 862-4242.

Details

Article ID: 995
Created
Fri 7/19/19 5:46 PM
Modified
Fri 4/17/20 11:41 AM