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MapleSoft
How to Email Reports

This is a work in progress.

We recently discovered an issue with the built in email feature for emailing out statements. 
So we are actively working on a solution. 
We also have 3 options below that you can try now.

Here's how you can email most MapleSoft Reports using Microsoft Outlook or Outlook Express or most MAPI Email Compliant Programs.  Option 1 will NOT work with Webmail via your web browser.  It will only work if you have an email "Microsoft MAPI Compliant" program installed on your computer.  Your email account can be GMail, Outlook/Hotmail, Yahoo, etc... but must be setup using Outlook or another MAPI Compliant Email Program.

The steps below assume you have your email program installed and configured.


Option 1
Interfacing the Giving program with your Email program.

1) Start up the Giving or other MapleSoft Program.
2) Select the Report you want to print "Such as a Giving Statement".
         Note: Do NOT choose the "Email" Option.
3) Print the Report to Screen. 
4) Click on the icon located at the very top that is a "white envelope with a red arrow".
         Note: If you get a message box saying "There is no email program associated to perform..."
         then your email program is NOT MAPI compliant and you'll need to go to (Option 2 or 3) below.
5) Choose a file format.  We suggest the HTML 4 Format. 
Not everyone has Microsoft Office but everyone will have a web browser such
as Internet Explorer or Chrome.
6) Set the destination to "Microsoft Mail MAPI".
7) Click the Ok button.
8) Fill in the email address of who you are sending this file attachment to.
9) Fill in a Subject and Message.
10) Click the "Send" button.
11) If prompted by Microsoft choose "Allow".

 


 


Option 2
Saving the Giving Report as a file that can be manually attached to your email
If you don't have a MAPI Compliant Email program or can't get (Option 1) to work, then here's another option.

1) Start up the Giving or other MapleSoft Program.
2) Select the Report you want to print "Such as a Giving Statement".
         Note: Do NOT choose the "Email" Option.
3) Print the Report to Screen. 
4) Click on the icon located at the very top that is a "white envelope with a red arrow".
         Note: If you get a message box saying "There is no email program associated to perform..."
         Just click "Ok" to continue.  We are not using this feature for option 2.
5) Choose a file format.  We suggest the HTML 4 Format. 
Not everyone has Microsoft Office but everyone will have a web browser such
as Internet Explorer or Chrome.
6) Set the destination to "Disk File".
7) Click the "Ok" button.
8) A dialog box will appear for the "Directory or Folder" name.  Make note of what folder or
directory you are saving the file in so you'll know where to go to attach it to your email.
You might even create a special folder for this like c:\maples\export\.
9) In the same dialog box there will be a file name such as "statement.html".  We suggest
that you put the member id as part of the name such as "statement12345.html".
10) Click the "Ok" button.

The file has now been created.  To view the file, open Windows Explorer.  Navigate to
c:\maples\giving\ or what ever folder you saved it in and find the name of your file and
double click on it.  To send it as an attachment, open your email, create a new email
message and choose to attach a file.  Navigate to the c:\maples\giving\ folder or where
ever you saved the file and attach it.  Fill in the rest of the new email like you normally
would "recipient's email address, subject and message".


Which ever option you choose "1 or 2" you can experiment with exporting different file types such as Word, Excel, etc...  Note that when you open an exported Excel file sometimes it will say that there may be data loss.  Just ignore that.  We are not sure why this message appears, but we've never found there to be any data loss.  Just save the file and your good to go.
 


Option 3

If you would like to send your reports as a PDF file then there are lots of options to do this.  You just need to install and print to a virtual PDF printer.  It's sounds complicated but its really easy.  We like the free CutePDF program.

Here's a link to their website:
 https://www.cutepdf.com/Products/CutePDF/writer.asp

You'll need to download and install CutePDF before continuing.

Here's How To Print any of the Giving Reports to PDF

1) Start up the Giving or other MapleSoft Program.
2) Select the Report you want to print "Such as a Giving Statement".
         Note: Do NOT choose the "Email" Option.
3) Print the Report to Screen. 
4) Click on the icon located at the very top that is a "printer with a yellow wrench"
for printer setup.
5) Choose the CutePDF Printer Driver as your printer. 
6) Click the Printer button to print.
7) A dialog box will appear for the "Folder" name listed as "Save In". 
Make note of what folder you are saving the file in so you'll know where to go to attach
it to your email.
You might even create a special folder for this like c:\maples\export\.
9) In the same dialog box there will be a file name such as "crystal report.pdf". 
We suggest that you put the report name plus the member id as the file name such as
"statement12345.pdf".
10) Click the "Ok" button.

The file has now been created.  To view the file, open Windows Explorer.  Navigate to
c:\maples\giving\ or c:\maples\export\ or where you saved the file and find the name of
your file and double click on it.  To send it as an attachment, open your email, create a
new email message and choose to attach a file. 
Navigate to the c:\maples\giving\ folder or where ever you saved the file and attach it. 
Fill in the rest of the new email like you normally would "recipient's email address, subject
and message".


If you would like to be able to print to PDF and send to email with a lot less steps "more automated" then we suggest a commercial PDF to Email program called:  PDF Factory

It's not free but it's an excellent program.

Here's a link to their website:
https://fineprint.com/pdf/

 




 

 


 

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