WebI: Using Send button within an open report

Issue:

The Send button is grayed out on the menu bar of an open WebI report.Send button grayed out on menu within a report

Cause:
Expected function of WebI.

Resolution:
You cannot Send from within a report; you must do so from the Document tab. To send a report, follow these steps:

  1. Click the Save icon on the report's menu bar.
  2. Save the report within a My Favorites folder.
  3. Go to the Documents tab and select the My Favorites folder you saved the report to, then select the report you saved in step 2 above.
  4. On the Documents tab's menu bar, select Send, and then BI Inbox.
  5. After choosing recipients and completing other necessary fields, click the Send button in the bottom right.

*Need help?*
If you have questions not answered here, please submit a request to the Center for DATA WebI team, or contact the Technology Help Desk.