How can customers open links from emailed reports?

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If your customers are receiving emails with links or cannot open them. Do the following:
  • Go to Settings > Email Settings > change PDF is attached as a link to NO

    Note: If a Multi-regional portal, you must do this for all affected Regions.

     

    PDF Size Limit

    Our system attempts to send reports as PDF attachments when possible. However, when the total size of the email exceeds the configured limit (commonly 10 MB), the system automatically switches to sending a link instead. The limit applies to the entire email message (body, headers, and all attachments), not just the PDF file size. Note, that the size of the mail is calculated by the server after encoding, which may lead to a situation where the mail looks like it is below the 10 MB limit, but still end up over it after it is sent.


    If you expected an attachment but received a link:
  • Check the size of the report and embedded media (photos/videos) that may make the email exceed the limit.
  • Send a test to a mailbox that displays message size to verify.

     
    Ways to keep emails under the limit:
  • Locate the share settings for the report or dashboard.
  • Reduce the number or resolution of photos in reports
  • Split large reports into multiple smaller ones
  • Send to fewer recipients per email if your mail server inflates size with recipient-specific processing
  • Schedule more frequent, smaller reports (for example, daily instead of weekly rollups)

     
    Configuration notes:
  • If you recently changed a setting to always attach PDFs, remember that the size limit still applies to the entire message. Once over the limit, the system will revert to sending a link.
  • If you need help reviewing your current settings or global limits, contact Support with the specific report names and example recipients.
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