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Distribute a Custom Company Report

Objective

To distribute a custom company report to people in the Directory.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Reports tool.
  • You can only see and distribute reports that you have created.
  • You can choose to distribute a custom report 

Steps

Distribute a Company Report

  1. Navigate to the Reports tool.
  2. Click the name of the custom report you want to distribute.
  3. Click the Distribute button in the right pane.


     
  4. From the drop-down menu, select the users to whom you would like to email the custom report. 
  5. Select which file type you want to report to send as (either PDF or Excel).

  6. Click Distribute.

 

Schedule a Distribution

  1. Navigate to the Reports tool.
  2. Click the name of the custom report you want to schedule a distribution for.
  3. Click the Distribute button in the right pane.
  4. Click the carat next to Schedule Distribution List.
  5. From the drop-down menu, select the users to whom you would like to email the custom report. 
  6. Select which file type you want to report to send as (either PDF or Excel).
  7. Select how frequently you want the report distributed (either Daily, Weekly, or Monthly).

  8. If you selected "Daily," select the time you want the report distributed. If you selected "Weekly," select the day and time you want the report distributed. If you selected "Monthly," which date/day of the week and at what time you want the report distributed. 
  9. Click Create.

 


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Last modified
09:39, 12 Aug 2016

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