Skip to content

Did you know you can schedule OpenAir reports to be emailed to contacts that are not OpenAir Users?

To schedule the delivery of OpenAir reports to non OpenAir users do the following:

  1. Request from OpenAir Support to enable the internal switch called:” Enable emailing of contacts on scheduled reports”.
  2. Add the email recipient as a contact within a customer.  Make sure you add an email address.
  3. Navigate to the OpenAir report and click on the schedule icon.
  4. Under EMAIL Options, there will be a new option ‘Additional contacts’.
  5. Add the contacts and save.

Keep in Touch

Stay informed of tips,
news, and webinars

p:  703-957-8370
e: info@TopStepConsulting.com

Upcoming Webinars
[tribe_events_list category="financialforce-webinar, openair-webinar" limit="3"]

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.  We are celebrating our 10th year of success and look forward to growing and learning with you.

Scroll To Top