Description: Besides the option to specify recipients and add recipients\’ email IDs during the download. You may download this report from the Save as Report option anytime.
Benefit: It is possible to download and send the report to several people simultaneously.
Navigation
- Navigate to the Contact module.
- Click on the Three dots in the top right corner.
- Select Download.
Note: The Recipient column will automatically be filled with the login agent email id. From the drop-down menu, you can select more email IDs to download. Under the additional recipients\’ column, additional emails can be added.
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![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145748/image2-13.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145743/image8-2.png)
- A success message will appear on the screen.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145749/image1-15.png)
- An email will be sent with a link to download the report.Â
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145746/image5-9.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145744/image7-5.png)
- Select Save as Report.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145745/image6-7.png)
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- Write the Report Name. Add Recipient from the drop-down. Also, add the Additional Recipients under the respective column.
- Click on Save.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145748/image3-9.png)
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Note- The saved report will be visible under the Reports module under Saved Reports.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/03/05145747/image4-10.png)