Email a Muhasib Report Safely
How to Email a Muhasib Report Safely in Muhasib ERP
Overview
This guide will help you send the correct filtered report to verified recipients without disclosing unauthorized data.
Muhasib submits the message through set up email delivery; submission does not prove recipient acceptance.
Who can do this
You need access to Report view and email action access, plus authorization for the data and recipients.
Before you start
Confirm report filters, recipient identities, purpose, classification, attachment format, email settings, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Open and filter the report → Email Report.
Email a Muhasib Report Safely
Step 1: Generate the report with exact company/date/entity filters
Step 2: Review totals and sensitive fields
Step 3: Open Email Report
Step 4: Enter and verify To/Cc recipients, subject, and message
Step 5: Confirm attachment/preview matches the filtered report
Step 6: Send once and retain the result
Check your work
Confirm send result and controlled mailbox receipt with the correct attachment and scope.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not retry a timeout until sent-mail/provider evidence is checked.
- Remove unauthorized recipients before sending.