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sean  
#1 Posted : Friday, February 19, 2010 9:10:26 AM(UTC)
sean

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" How do I email a copy of this report to my members? "

This comes up sometimes in regular discussion, but certainly more often during tax time.

Club Accounting Online at myICLUB.com by itself does not have the ability to export reports; it was designed with the idea that members would sign in and view or print the reports themselves. Since this is not always possible, it can be helpful to be able to save the report.

Since myICLUB.com does not have the ability to export or save reports on it's own, you will need an outside program to accomplish this.

We suggest the use of a .pdf printer. This is a bit of software that takes regular printer information, and turns it into a .pdf file that you can save on to your computer, and then email if you wish.

Going to Google and doing a search for Free PDF Printer will turn up many results. While we are not affiliated with any of these software makers, some of the support team has made use of the following PDF printers over the years: CutePDF, PDF 995, Bullzip, and primo pdf.

To date, all of the mentioned software is free. Some versions will include an ad window that appears, others do not. Despite some of the differences, they all have the same end effect; you are able to choose a pdf printer, and have your files saved as a .pdf file. Whichever one you choose, make sure to read and follow the steps to set up the .pdf software; we do not offer technical support on outside software.

Once you have set up the .pdf printer and saved your first .pdf file, the next thing will be emailing it. The steps listed below are not specific, so make sure that you have made note of where the file is saved, and what it is named. For the steps below, we use a generic name, report.pdf, which has been saved to the Desktop.

EMAILING YOUR DATA

  1. Open your email program, and enter the addresses of the members you wish to send it to.
  2. Check to see how you send an attachment with the e-mail. There should be some instructions on your system about how to do an attachment. Some of the more common methods are:
    • OUTLOOK EXPRESS - Select INSERT > FILE ATTACHMENT or click the paperclip icon.
    • OUTLOOK - Select INSERT > FILE or click the paperclip icon.
    • THUNDERBIRD - FILE > ATTACH > FILES or click the paperclip icon.
    • Gmail - Click ATTACH A FILE link
    • AOL - Select the ATTACHMENTS button at the bottom of the email.
    • MSN - Press CONTROL-F on the keyboard.
  3. Use the FILE FIND window to locate the report.pdf file on your desktop.
  4. Click OPEN or ATTACH, and then send the email. This will send a .pdf file to the members that they should be able to open and read or print out for their own use.

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