Notes
- Only reports with Output type CSV, Excel, PDF, Word, or XML can be sent to Distribution Lists and Address Book contacts.
- To only distribute reports that contain data, in report properties, select the Distribute Only Report With Data check box.
To set up a Report Designer report for distribution, follow these steps:
- 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.