Adding Recipients to Scheduled Reports

Overview

You may need to add a new user to receive one of your scheduled reports.

Solution

You need to have ROLE_MANAGE_INTEGRATION added to your account to perform the steps below. Otherwise, submit a request to Symphony Support to add a new recipient to the required report.

  1. Go to Manage > Integration > Schedule.
  2. Click on the required report.

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  3. From the Configs tab, enter the new recipient's email into the Email To field, separate it from the previous email address using a comma and a space.

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  4. Click Save.

Testing

From the Configs tab, you can click Trigger to execute the report right away and then check with the newly added recipient if the report was delivered to them.

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