Save/Email Workbook

This wizard lets you save an Excel workbook copy or your report, and optionally email it to someone. Email options include SMTP email or Google Gmail.


Same Folder – save the workbook file in the same folder as the original.

Default Report Folder – click the Set button to establish a default report folder that can be used in multiple reports. This allows you to keep copies of all your reports in one place.

Custom Folder – click the Set button to select a folder for this one report, or enter it manually in the space provided.


Same File Name (+ Date) – save the workbook copy to the same name as the original workbook, but with a date.

Filename – save the workbook to a specific filename. Note that the copy will have the same extension as the original (xlsx, xlsb, xlsm, etc).

Append Date – optionally adds the current date to the file name. This allows you to use a custom file name that includes a current date component without editing the function each time. Optionally change the format codes for the date. See Date Format Codes for details.

Send as Email Attachment

Do not send – do not send the saved workbook file via email.

Gmail – select the Google account to use or click the Add button to login to a different account. Note that the Google accounts are managed in the Options wizard.

SMTP – send the email via the SMTP account configured in the Options wizard.

To – enter the email addresses to send the attachment to. Optionally blind copy yourself by checking the Bcc me box.

Subject – subject line for the email

Msg – body text of the message. If you want to use HTML formatting, check the HTML box.

Updated for v10.