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Send reports and documents via email

You can send the reports generated in the Report window and documents stored for a contact, portfolio, transaction or trade order via email to your clients. The process to send emails is different for reports and documents.

Send reports via email

FA allows you to send reports as an email directly from the system: reports are attached to an email and sent to the email addresses defined in the system for your contacts or portfolios. You can send reports via email from:

  • The Report window, when you can choose either from Report per portfolio via email, when one report per portfolio is generated and sent to portfolios' reporting email addresses, or from Report per customer via email, when one report aggregating all portfolios of the same customer is generated and sent to email addresses found from portfolio's contacts' all addresses.

  • Reports on the Overview, when the report visible on the view can be sent as an email to any email address from the email icon.

Defining the email

To define an email to send the report, choose Report via email output option in the Report window or click the email icon on a saved report tab on the Overview.


Fill in the fields in the window that opens (a star indicates a mandatory field):

Selected template

The template you want to use in your email. The template you select is remembered and suggested to you the next time you send an email.

From (name)

The name of the email sender.

From (email address)*

The email address of the email sender (defined by FA when email reporting is enabled).

Reply to*

The email address the replies will be sent to.

Send to

Only available when sending a report via email form the reports view. Define the email address the report you have visible on the view is sent to. If you are viewing a report for a single portfolio or a contact with a single portfolio, the portfolio's reporting email address is fetched to be the default address the report is sent to - if the portfolio does not have a reporting email address or you have chosen to view a report on a customer or group level with several portfolios with different email addresses, no default address is fetched.)


Give a title to your email. By default, the title of the email is the name of the report type chosen.


Write the content of your email. The email content also supports dynamically filling in customer/portfolio data from FA with specific keys and syntax. To dynamically fill in data from FA to your email content, wrap appropriate keys around two percentage signs with syntax "%%key%%" in your email content. For example, if you want to fill in your customer's name into your document template, write "" in your document in the place you want to add the customer's name to. Contact FA for more details on the available keys.

Enable HTML content / HTML editor

When enabled, allows you to define your email content as HTML and also to edit your HTML content with an HTML editor.

File format

Only available when sending a report via email form the reports view. Choose the file format you want to send the report you are viewing on the screen with.)

You can also define default email settings to be used as a template for defining a new email. The email template and default values of the fields can be defined in Preferences - Email.

The following buttons are available


Allows you to add additional files to be attached to the email together with the report you are sending. The added attachment(s) will be attached to every email sent through the report via email functionality.


Closes the email window without sending an email


Submits the email defined.

Sending the email (with attached report)

When sending reports via email from the Report window, for Report per portfolio via email, the email will be sent to the email addresses listed on the Reporting tab of the Portfolio window, and for Report per customer via email, the email will be sent to the email addresses found in any of the address within the Addresses tab of the Contact window. The email defined should be quite general, when multiple reports are sent out at once: the same email defined in this window is sent to all of the email addresses with the individual reports attached. When sending out reports via email, the reports are also generated to a defined folder and can later be found on the Generated reports tab.

When sending a report via email from the Reports view, the exact report you had visible on the view will be sent to the email address defined.

Send documents via email

You can send documents stored under contacts, portfolios, transactions and trade orders using the Email documents functionality. To send documents:

  1. Add the "Document sending - Waiting" tag to the documents.

  2. To view the documents tagged for sending, and send those documents, open Tools → Send documents via emails. You can choose the documents to send from the list my clicking the checkbox next to the document.

  3. Choose the source of the email addresses and the email template to use:

    • Source of reporting addresses:

      • "Contact" – Use the email address defined in the Contact window, Addresses tab.

      • "Portfolio" – Use the email addresses defined in the Portfolio window, Reporting tab.

      You can view the email addresses from the chosen source in the Recipient email address(es) column.

    • Email template – The email template defined in Preferences. You can find more information about email templates in Send emails and SMS messages to clients.

  4. Click Send to send the documents and close the window.