# Action & Email Section

Click2Export allows users to perform the following four different actions with the exported reports:

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FxdHMW4xcdsT55sR87WSR%2F23.1.PNG?alt=media&#x26;token=d63d4b5c-d65d-49a3-b16d-4217d9ff28c4" alt="Action &#x26; Email Section"><figcaption></figcaption></figure>

**Attach as a Note:** If it is enabled then the exported file will be attached a Note against the record. This is only available for **SSRS Reports** and **Word Templates**.

**Attach to a new email:** If it is enabled, then the exported file will be attached to a new email.

* **Choose Template:** This will be populated based on what you have chosen at the time of creating CRM Report Template. You can change the template before exporting the file.&#x20;
* **Auto Send Email:** If this is enabled, then the newly created email will be directly sent to the recipients configured in the Email Section.

**Upload to SharePoint:** If it is enabled then the exported file will be uploaded to SharePoint against the respective record’s folder. This is only available for **SSRS Reports** and **Word Templates**.

**Download:** If it is enabled then the exported file will be downloaded.

{% hint style="info" %}
**Note: For 'Email Templates' only 'Attach to a new mail' action is supported.**
{% endhint %}

### Email Section

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEznvgigVJWCSkYKZ7TmS%2F23.2.PNG?alt=media&#x26;token=f95ab26a-3013-49f5-9cc4-64cee4c1220c" alt=""><figcaption></figcaption></figure>

The values for **Email Section** are **prepopulated** based on what is selected at the time creating **CRM Report Templates.**

The users are also **allowed** to make changes before the file is exported.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}