Emailing a report

From any generated report, click Send as email:

• To / Cc / Bcc, subject and a cover note — Write with AI drafts the note from the report's own numbers, never invented ones; your templates are offered as starting points.
• The report PDFs are attached automatically, one per account.
• Your signature is previewed and added on send.

Send goes out through your connected mailbox, marks the report Emailed, and files a ticket on each account so the send is part of its history. Save as draft puts it in your mailbox's Drafts folder instead.