How to email reports to agents from MoxiBalance:
- Open Agent Reports under Reports from the menu on the left of the screen.
- Choose a report to email that has the Email Report button under the Launch Report If the email button is not on a report you want to email, please contact support to ask that it be added.
- Enter a Start Date and an End Date. If you are sending an email to multiple agents at the same time, do not include an Agent name.
- Click Email Report.
- Decide which people to send the report to. You can send the email to everyone in an office or choose one or more people to send it to.
- Choose which format to email the report in with the Select Export Type You can choose either PDF or Excel depending on what works best for the report you are sending.
- Click the Email Report button to send the email or emails.