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PostPosted: Fri Apr 19, 2019 9:46 am 
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Download a 1 page PDF of these instructions here:
Attachment:
Scheduler Distribution List Guide.pdf [141.78 KiB]
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Each scheduled instance of a report has its own internal distribution box. It will list the users you have added to the client. If a user does not have an email address added to their User Setup profile, the Email option in the distribution list will be greyed out. Once you add their email address (in the client under User Setup), you can reload the browser and you will see that box for their Email access is now able to be checked.

OPTIONS
--Access: this affects widespread user permissions to this particular report. If you uncheck “Access” in the scheduler, it will also remove the permissions of this user for this report in the client.
--Email: Determines if the user will receive an emailed copy of this report when it is scheduled or run.
--View Unfiltered: Checking this box allows the user to view a report run without filters selected. Checking this box is only necessary if the user has “Require Filters” selected in their client User Setup.

TO NOTE:
--Users with Administrative rights will have access to all reports. Their "Access" box in the scheduler distribution panel cannot be unchecked.
--For a user to receive the email of this report, their "Access" box and "Email" box must both be checked.
--"Email" box must be checked in order to see the spreadsheet attachment option appear.
--Outside Email Address Distribution is for people outside of your organization who are not added as users in the Synoptix client.

DISTRIBUTED TO permissions
Attachment:
Permissions in Distribution List.png [42.96 KiB]
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For more information, including definitions of terms in the Schedule Detail tab, please see our Scheduler Overview guide.


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