Change who receives a report

Each report has its own list of recipients, and you set it in Reports Administration. You'll need the Manage Report Templates permission for that production.

1. Go to Reports > Reports Administration. Click the gear icon in the report's Actions column and choose Edit Report Recipients.
   
   
   
   
2. Choose the groups and users who should receive the report, then click Next. Someone who's in more than one group still gets it once.
   
   
   
   
3. On Manage Report Filers, check who is allowed to file this report, then click Next.
4. Check the Summary. Leave Send Welcome Notification ticked to tell newly added people, then click Save.

Each person receives reports by email, app notification or TXT message, depending on their own notification settings. People you remove aren't notified.

More on who can file: Choose who can file a report.