Maybe you have a new manager at a facility, or maybe you have a member of your team that needs to have line of sight on a particular email report. Conversely, you might have added an email address to a Scheduled Email Report that was in error.

Whatever the situation might be, it is easy to add and remove email addresses from Scheduled Email Reports.

Add an Email Address to a Scheduled Email Report

  1. View your Schedule Email Reports by clicking Manage Reports on your Insights dashboard.

  2. Chose the report that you would like to add an email address to and click the Edit button.

  3. The Report setup window will pop-up and place you cursor in the Email List text box.

  4. Type in the email address and press enter on your keyboard.

  5. Click the Save button at the bottom of the Report setup window.

Remove an Email Address from a Scheduled Email Report

  1. View your Schedule Email Reports by clicking Manage Reports on your Insights dashboard.

  2. Chose the report that you would like to remove an email address from and click the Edit button.

  3. The Report setup window will pop-up, and you will see the list of email addresses that the report is being sent to.

  4. Find the email address you would like to remove and click the red x next to the email address

  5. Click the Save button at the bottom of the Report setup window.

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