Distribute a Snapshot of a Custom Company Report

Objective

To distribute a snapshot of a custom company report.

Required User Permissions:
- To distribute a snapshot of a report you created, 'Standard' level permissions or higher on the Company level Reports tool.
Additional Information:
- You can only see and distribute reports that you have created.

Navigate to the Company level Reports tool.
Click the name of the custom report you want to distribute.
Click Distribute Snapshot in the right pane.
From the drop-down menu, select the users to whom you would like to email the custom report.
Select which file type you want to report to send as (either PDF or Excel).
Click Distribute.

Navigate to the Company level Reports tool.
Click the name of the custom report you want to programme a distribution for.
Click Distribute Snapshot.
Click the carat next to Programme Distribution List.
From the drop-down menu, select the users to whom you would like to email the custom report.
Select which file type you want to report to send as (either PDF or Excel).
Select how frequently you want the report distributed (either Daily, Weekly or Monthly).
If you selected "Daily," select the time you want the report distributed. If you selected "Weekly," select the day and time you want the report distributed. If you selected "Monthly," which date/day of the week and at what time you want the report distributed.
Click Create.