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onboarding:reportingmanager:administration_-_manage_scheduled_reports
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| onboarding:reportingmanager:administration_-_manage_scheduled_reports [2021/06/25 10:09] – external edit 127.0.0.1 | onboarding:reportingmanager:administration_-_manage_scheduled_reports [2023/03/31 16:18] (current) – 10.91.110.100 | ||
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| Line 46: | Line 46: | ||
| where (Filter by role, User name, email, etc) | where (Filter by role, User name, email, etc) | ||
| -- group by u.name, | -- group by u.name, | ||
| + | |||
| + | ===== Setting up Roles for Scheduled Report Recipients ===== | ||
| + | |||
| + | *** BE CAREFUL WITH CUSTOMER ROLES - THEY WILL RECEIVE REPORT EMAILS *** | ||
| + | *** BE SURE YOU UNDERSTAND USER PROFILE APPLICATION PROFILES AND ROLES BEFORE PROCEEDING *** | ||
| + | |||
| + | To set up a role, click " | ||
| + | |||
| + | Another thing to take note of is that the recipients for the report under the role are BCC'ed on the report, When the report is sent, its not clear to see from the email if they have received it or not. Check the logs to be sure their email is included in the list on the scheduled report sending. If their email address appears in the logs as BCC recipient, their email address is correct and there are no exceptions, you can be sure it has been sent to them. | ||
| ===== Assessment ===== | ===== Assessment ===== | ||
onboarding/reportingmanager/administration_-_manage_scheduled_reports.1624612196.txt.gz · Last modified: 2021/06/25 10:09 by 127.0.0.1
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