Create a Document Delivery Method
Go to the Tools page on the left hand side
Click Document Delivery and then New Document Delivery Method
Add Details
Name
Type - there are two options:
EMAIL - enter Recipient Email Addresses, i.e. the list of emails which the Report will be sent to. Enter email address and hit space to add
SFTP (Secure File Transfer Protocol) - enter Hostname, Port, Username and Path
βNOTE - you'll need an SFTP server for this option, which will provide the above details. Once this is created, we will generate a public key, which you can add to your known hosts.
Submit Document Delivery Method
Add Document Delivery Method to Report Schedules
On the Reports page, create or edit your Report Schedule
In the Destination section, select your Document Delivery Method
NOTE - once selected, there's no need to add any more Recipient Email Addresses as the Schedule will then be sent to the Document Delivery Method that you select.
βHowever, you can add individual email recipients as well as the Document Delivery Method you select - if both fields are entered then the Report Schedule will send to all.




