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- Make sure that the report does not need any user input for the report criteria.
- To set up recipients for the report, do either or both of the following:
- Create a Distribution List.
- On the Contacts tab of an Address Book entry, select the Reports check box for individual contacts.
- Open the report in the Report Designer. On the Report Properties panel, under Output, select the Distribution Lists and contacts to receive the report.
- To distribute reports, do any of the following:
- On the Report List, select one or more reports and then, at the top of the list, click Distribute.
- Reach out to our Support Team to create a Scheduled Task in order to distribute reports.