Distribution Lists

Owned by Amy Midkiff (Unlicensed)
Last updated: Sept 05, 2018Version comment
2 min read

Have you ever seen this drop down menu, and wondered how to schedule your reports to be sent to more people? (click on all images to enlarge):



Well you're in luck! In this how-to guide, we will teach you how to set up a distribution list so you have more than just "send to me only" as an email distribution option.


You cannot create distribution lists that you are not also on. This helps cut down on spam for everyone.

Step-by-step guide:

In order to create a distribution list:

  1. Navigate to Reporting > Distribution Lists:



  2. To start actually creating your distribution list, simply start typing the new name of the list in the bar on the main page. When you are done, click "New List:"



  3. Your list will now appear under "Current Distribution Lists." Clicking on the title will bring up your ability to add recipients:



  4. You will notice that there is already an email (your email) added to the distribution list. To add more recipients, simply type their emails in the text bar and click "add recipient" for each entry:



  5.  When you are done, simply run any report you wish to run, and you will see that any list you created is now available as a drop down option that can be adjusted along with all the other standard report options, such as time, frequency and report delivery method:



  6. Once a distribution list is set up, you can schedule a report to any list you have set up in the same fashion you’d schedule one for yourself. You can also opt to email a WebQuery, which will load with the latest data at the time the user clicks on the link. Otherwise, your report will be mailed to your distribution list as an Excel or CSV attachment.