Email a report
Once a report is generated, Builddar can send it to anyone — with role-appropriate content for each recipient.
Required role: Manager or Collaborator.
Prerequisites: a report whose status is Completed.
Send a report
- Open the report in the project's Reports area.
- Choose Send by email.
- Enter the recipients — up to 100 email addresses.
- Optionally add:
- A custom subject — replaces the descriptive part of the subject line. Your organization's name stays as a prefix.
- A custom message — included in the body of the email.
- Send.
Result: the emails are queued and sent in the background. You get a confirmation immediately; delivery happens over the next moments.
You can also set recipients before generating, so the report is emailed automatically as soon as it's ready.
Role-based filtering
Everyone on the recipient list doesn't get the same document.
- Managers, Collaborators, and external recipients receive the full report.
- Guests receive a version limited to their own company's issues — the same company-scoping they see in the app.
This means you can put the client and four subcontractors on one send and each gets the right content, without preparing five reports.
For a report split by company, each recipient is routed to their own company's report.
Preview the email first
Before sending, preview exactly what a recipient will see — the subject, your organization's branding, your custom message, and the download link. You can preview both variants: the plain full-access email, and the company-scoped one a contractor receives.
Track delivery
After sending, the report shows its email status: who it was sent to, who was skipped, and which sends failed.
If a send failed — a wrong address, a temporarily unreachable mail server — you can retry that individual delivery without re-sending to everyone else.
A recipient can be skipped rather than failed. That usually means the address doesn't correspond to anyone allowed to receive that report's content.
Next steps
- Scheduled reports — send this automatically every week
- Split reports by group