Reports - pdf or Excel ?

Jean Black

I send out weekly reports of our products to our customers with their expected delivery dates (which can change frequently).  If an email address needs to change I am unable to see the original format of their report, so have to guess their preferred format - pdf or Excel.  Short of sending copies of each report to myself each time (there are thousands each week) is there any way of me identifying what has previously been sent?

Andrée Starå

Hi Jean,

You could maybe use the Sent to (History) in the Send as Attachment dialog and compare/sync that with the Activity Log.

Would that work?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done