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 the Recipient Email Addresses, i.e. the list of emails the Report will be sent to. Enter each email address and press space to add it
SFTP (Secure File Transfer Protocol) - enter the Hostname, Port, Username and Path
NOTE - you'll need an SFTP server for this option, which will provide the above details. Once the Document Delivery Method is created, we will generate a public key, which you can add to your server's authorised keys.
Click Submit to save the Document Delivery Method
Add a Document Delivery Method to a Report Schedule
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 be sent to the Document Delivery Method you select. However, you can add individual email recipients as well as the Document Delivery Method - if both fields are entered, the Report Schedule will send to all.