1. Add new Document Delivery Method
a) Go to the Tools page on the left hand side
b) Click Document Delivery and then New Document Delivery Method
2. Add Details
a) Name
b) 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
NOTE - 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. Learn more - Document Delivery: SFTP.
c) Submit Document Delivery Method
3. Add Document Delivery Method to Report Schedules
a) On the Reports page, create or edit your Report Schedule
b) 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.
However, 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.