Add an Email to a Scheduled Report
RecTrac 3.1.10.21.00
Table of Contents
Problem
We have a weekly scheduled report that all staff need in their inbox. We just had a new staff member hired and need to add a new email to this scheduled report. How can we update the emailing list for this report to include the new employee?
Solution
You can add additional emails to a scheduled report by clicking More > Update Event Settings from Scheduled Event Management
Steps For Solution
- From the RecTrac main menu, go to Scheduled Events Management.
- From the DataGrid, highlight the scheduled report that needs the new email associated with it.
- Click More > Update Event Settings.
- On the report screen, click Process.
- On the report options pop-up, make sure Email Report is enabled.
- Add the new email to the Email Address field under Email Options.
- Note: Multiple email addresses should be separated by a single comma with no spaces.
- Click Schedule.
- On the Schedule Generator screen, if no changes are needed to the frequency of the scheduled report, click Save.
Next time this scheduled report runs it will now email a copy to the address you just added in addition to the addresses already associated with this event.