Assigning issues to your team

You can assign issues to your team by sending them an email with an Excel spreadsheet of the issues they must fix.

Before you begin

Note: You must understand:
  • The column data that currently displays in the report will be exported.
  • Only the issues you select in the report will be exported.
  • The issue data is attached as an Excel spreadsheet by default.
  • If the data is grouped, only the group level information is exported.
  • There is a record limit of 60000 for exporting.

Procedure

  1. Find the report that contains the issues.
  2. Select the issues you want to export. The screen will refresh and the issues that you have selected are highlighted with a gray background.
  3. Select Email as Excel in the Action field and click Apply.
    Note: If the Email Data window does not appear, disable your browser's pop-up software.
  4. Enter the email address of the person who should receive the spreadsheet and a message, if necessary.
  5. Enter a message in the Comments field, if necessary. You can enter up to 5000 characters in this field.
  6. Click Send > Close Window.