How to Add Multiple Emails to a Scheduled Report

This guide explains the steps to add or update multiple email recipients in a scheduled report by editing an existing schedule.

Introduction

Managing scheduled reports allows you to distribute information to multiple recipients effortlessly. This document outlines how to add multiple email addresses to an existing scheduled report through the edit functionality.

Steps to Add Multiple Emails to a Scheduled Report

Step 1: Navigate to the Schedule Report Page

  1. From the left side panel, click on Settings.

  2. By default, the User Accounts page will be displayed with the User Accounts tab selected.

  3. To manage scheduled reports, click on the Schedule Report tab.

  4. The Schedule Report page displays the scheduled reports in a table, with columns for email IDs, status, and action.

Step 2: Edit a Scheduled Report

  1. Locate the report in the table for which you want to add multiple email addresses.

  2. Click on the Edit icon in the action column next to the report.

Step 3: Add Multiple Email Addresses

  1. You will be redirected to the Update Schedule Report page.

  2. In the Email To textbox, add the additional email addresses.

    1. Ensure that each email address is separated by a comma (,).

    Example: [email protected], [email protected], [email protected]

Step 4: Update Report Status (Optional)

  1. You can also update the report's status by selecting either Enabled or Disabled from the Status dropdown if necessary.

Step 5: Save Changes

  1. After adding the emails and making any additional updates, click the Update button.

  2. The changes will be saved, and the updated report will be reflected in the schedule report table.

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