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New Recipient

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From the Report Recipients tab, you can create report recipients. To create:

  1. Click the New Recipient button to bring up the New Recipient dialog
  2. Enter the properties of the new report recipient

    1. Email Address – Email address of the report recipient (required)
    2. Status – Choose if the report recipient is enabled (required)
    3. Processing Method – Select the processing method of the report recipient (required)
      1. Individual – Send separate emails for each report the recipient is subscribed to
      2. Batch – Send one email for all reports the recipient is subscribed to
    4. Override Email Subject and Body – Choose whether the email subject and body are overwritten (optional)
      NOTE:  Emails to recipients assigned only one report use the Report Name as Email Subject and Report Description as Email Body unless overridden.  The Email Subject will default to Daily report for today is attached. when the Report Description is blank.
    5. Email Subject – Subject of the email to the report recipient (optional)
      NOTE:  Email Subject is required when processing emails in Batch.
    6. Email Body – Body of the email to the report recipient (optional)
    7. CSV File – Filename of the CSV attachment (report_data_1_2024-04-16) (required)
      1. Name Prefix – Prefix of the filename (report_data)
      2. Number – Number of the report (1, 2, 3, etc.)
      3. Date – Suffix of the file name (2024-04-16)
        1. YYYY-MM-DD
        2. MM-DD-YYYY
        3. DD-MM-YYYY
        4. None
  3. Click the Create button when finished to create the report recipient. Click the Close button to cancel the operation.