Recipient List

The Recipient List shows you which Scheduled Reports you need to approve for distribution. The appropriate security access lets you modify the Distribution List or recipients for the report. See Distribution Group Setup for more information.

  1. Open the Home Center.
  2. On the Views menu, click My Scheduled Reports.
  3. Select a report in the Scheduled Reports to Distribute list by clicking the corresponding check box.
  4. Click Recipient List in the toolbar. The Recipient List form appears.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

Field What is this?

Select Recipients from Contacts

The form that appears when you choose Select Recipients from Contacts is a modified version of Contacts. You see only a limited number of items in the name list. See Contacts for details.

Select Distribution Group

Opens the Distribution Group form where you can add pre-defined Groups to the distribution list. You can also access Distribution Group Setup from this form.

 

This link is disabled if the logged in user has No Access to Distribution Setup.

There are two ways you can add a group to the list.

  • Add as a group – When chosen the group appears as one row on the Distribution List with a link that opens Distribution Group Setup with the group members listed. Any changes to the group automatically update the distribution list.
  • Add as individual – Choosing this option adds each member separately to the Distribution List. Any changes to the group do not update the distribution list.

Add New Email

Opens the Add New Email form where you can manually enter a name and email address.

Grid

If you as the approver do not have security access to particular distribution group on the list, the group is displayed as one row and the group name is in text format in the Name column, not a link.

If you do have security access to the distribution group on the list, all members of the group are displayed as individual rows.

  • Name: The name of recipient or group.
  • Title: The recipient's or group's title.
  • Type: The employee or Other Contact.
  • Email Address: Any Email entry requires the correct email syntax. Correct syntax looks like: name@address.com. When using this option you can also select an Email Method, see below.
  • To Report Tab: Use for Employees only.
  • To Email: Confirm the Email address appears on the Email Address column when choosing this option.
  • Email Method: To, Cc, or Bcc.
  • PDF Format and CSV Format: When you select PDF Format, the report is sent using .PDF format for viewing. When you select CSV Format, the report is sent using .CSV (Excel) format for viewing. You can choose one or both formats.

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