Distribute a Snapshot of a Custom Company Report
Objective
To distribute a snapshot of a custom company report.
Things to Consider
- 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.
Steps
- Distribute a Custom Company Report
- Distribute a Custom Company Report - Enhanced Reporting
- Programme a Distribution
- Schedule a Distribution - Enhanced Reporting
Distribute a Custom Company Report
- 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.
- In the Send As drop-down menu, select PDF or Excel.
- Click Distribute.
Distribute a Custom Company Report - Enhanced Reporting
To distribute a custom report created using Enhanced Reporting, follow the steps below:
- Navigate to the Company level Reports tool.
- Locate the report created with Enhanced Reporting.
- Click the vertical ellipsis (⋮) and select Distribute.
- In the Recipients field, search for and select the users or distribution groups that you would like to email the custom report to.
- In the Send As drop-down menu, select PDF or Excel.
- Click Distribute.
Programme a Distribution
- 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.
- In the Send As drop-down menu, select PDF or Excel.
- Select one of the following options from the Frequency drop-down menu:
- Daily
- Daily (Weekdays Only)
- Weekly
- Monthly
- Select the options in the Settings section to programme when the report will be distributed based on your Frequency selection.
- Click Create.
Schedule a Distribution - Enhanced Reporting
To schedule a distribution for a custom report created using Enhanced Reporting, follow the steps below:
- Navigate to the Company level Reports tool.
- Locate the report created with Enhanced Reporting.
- Click the vertical ellipsis (⋮) and select Distribute.
- In the Recipients field, search for and select the users or distribution groups that you would like to email the custom report to.
- In the Send As drop-down menu, select PDF or Excel.
- Select one of the following options from the Frequency drop-down menu:
- Daily
- Daily (Weekdays Only)
- Weekly
- Monthly
- Select the options in the Settings section to programme when the report will be distributed based on your Frequency selection.
- Click Create.