Export Report into Outlook?
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Is it possible to export Task Reminders (Docket Report) into Outlook? New user here
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Hi Theresa. There sure is. We send reports via email to any email program. If you use Outlook, the reports will open right up in the body of the email if you use option 11 as shown in the first article below. This article teaches you how to schedule reports to email you as needed. The 2nd article shows you how to create the docketing reports first. If you have further questions, feel free to reach back out here or email support@appcoll.com.
https://support.appcoll.com/reports/schedule-reports-to-run-automatically-w-video
https://support.appcoll.com/reports/generate-a-306090-day-docket-report
