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Report Recipients

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The Report Recipients tab on the Email page provides the ability to manage report recipients.  Report recipients can subscribe to reports to receive emails with attachments (CSV exports) of the reports.

Available operations:

  • Create new report recipients by clicking on the New Recipient button
  • View a list of report recipients
    • Columns available
      • Id (hidden by default) – System Id of the report recipient
      • Name – Name of the report recipient
      • Status – Whether the report recipient is enabled or disabled
      • Reports – Number of reports the recipient is subscribed to
      • Processing Method – Processing method of the report recipient (individual, batch)
      • Date Created – Date the report recipient was created
  • Edit report recipients by selecting a report recipient (row) and clicking the Edit Recipient button on the toolbar
  • Manage subscriptions by selecting a report recipient (row) and clicking the Manage Subscriptions button on the toolbar
  • Delete report recipients by selecting a report recipient (row) and clicking the Delete Recipient button on the toolbar
  • You can also change the number of visible rows in the table, set column visibility, export to CSV or Excel, refresh the table and search for text