How to email report outputs from Workbook for Toad Data Point

In this video, we're going to cover how to send emails with attachments from Toad Data Point workbook. When we're thinking about sending emails from Toad Data Point, the first thing we need to think about is what we're attaching to that email. So in this example that I'm looking at here, I've got a customer query demo workbook that has three workflows. Workflow 1 has customer data and contact data. Workflow 2 has order data, and workflow 3 has a combination of customer and order data. But within this workbook, I'm really only creating off of reports-- a pivot report, a pivot Excel report, a plain Excel report, a CSV file, and a PDF file-- off of the customer and contact data. I don't have any other reports or outputs that I'm doing throughout the rest of the workbook. So these are the only opportunities that I have to actually export data. If we wanted to create another export-- let me go through that very quickly-- off this pivot grid, which brings together customer and order data, I can add a step and create a report. And I will do just a straight Excel report and call this report Customer and Order Summary and put that out here. Now, also, if I want to change some of the settings of that report, I could do that here, as well. Change where it's located, where it's written out to, et cetera. But just to give you an idea, in other words, first, before you have anything you can send an email about, you need to have reports that you could attach that email. When you've got all that set up and you want to share those reports, you go down to the bottom here. To share reports, click Add. And go ahead and just choose the names of the folks that you want to share the reports with. In this case, I'm just going to have it come from me to me, to make it simpler. And the subject will be My Customer and Order Reports, subject of the email. In the body, I'm just going to add, here are your reports. And then you can see, over here, on the right-hand side, I have a representation of the workflows within my workbook specifically pointing out what outputs, what reporting outputs, I could share. So, for example, from this first workflow, I have four different items-- a pivot Excel, adjust Excel, a CSV file, and a PDF. And I could choose to add, let's say, three of those to this email, as well as my Customer and Order Summary, which we just created together. And so now, at this point, I can just hit Save and Send. And you can see it will go through and send that email out. And now, if I wanted to add more, it's just a matter of creating new email items to the group. And so you can add different email folks, to this group. I'll just send it to myself again to make it clear, easy to understand. Test a second report. Test will do. And the body of the email, we'll just do second report test, to make it simple. And in this case, I will just send this CSV file here. And I can hit Save. And then you can see, at that point, I didn't actually send the email. And if I want to send the second one, I can hit a Send Now, and it will send out that one. And so anytime that you want to share these reports in the future, it's just to click on that icon right there and then a Send Now, and it will send out those reports.