Generating MailInsights reports

Generated reports are sent by email either to the logged in user or to a user specified in the Forward To field. Reports can be exported as an attachment in PDF or Excel (.xlsx) format.

To generate a report:

1. Select MailInsights® tab and choose desired report.

2. Use available filters by selecting a value to filter by.

3. (Optional) In the Forward to field, enter the recipient email address.


When using the email forwarding option, the report is received by the user generating the report and by any users specified in the Forward to field.


You can insert multiple email addresses separated by ';'

4. Click Send Report, located at the bottom of each report page.