PS: Setting Up Automated Email Distribution (Email Admin)

The Hook: Use this process to schedule reports to be automatically emailed to specific users or distribution lists on a recurring basis.

Prerequisites:

• Requires access to Email Admin under the Corporate Admin menu,.

• Reports must be set up as "Emailable" before they can be added to a distribution list.

The Steps:

1. Navigate to Admin > Administrative Tools > Email Admin. 
2. Click the Add (+) icon to create a new email distribution job.
3. Enter a Description (e.g., "Daily Flash Report Distribution").
4. Enter the Addresses of recipients, separated only by commas (no spaces).
5. Enter the BCC Addresses of recipients, separate only by commas (no spaces). To use the BCC Addresses, there must be at least 1 email addresses within the Addresses column.
6. Enter a Subject and Body for the email.
7. Select the Print To format (e.g., PDF, Excel, or Body of Email).

8. Click the Save icon.

   

9. Click the List icon next to the new job to assign reports.
10. Click Add (+) 
11. Click the Edit icon under the Report Column to select the report to attach.
12. Fill in the Title Column with the name of the Report.
13. Click Save. 
14. Click the Edit icon under the Parameters Column to set the parameters of the report. 

15. Click Save.

    

The Result Validation:

• Success: You can test the distribution by clicking the Send (envelope) icon next to the job; recipients should receive the email shortly,.

Troubleshooting:

• Note: There is a maximum of 50 reports per email job. If you exceed this, the email will time out and fail to send.
• Note: Do not use semicolons (;) to separate email addresses; use commas only.
• Note: The Report View must be saved before the Parameters can be accessed, if save is not selected first, then user will receive an error message.