This week’s tip is targeted at showing you how to distribute your reports to a “distribution list”. The term ‘distribution list’ is a feature that allows you to create a list of email addresses so that you can email your reports to everyone on that list, all at once.
Have you ever reached that point, where you’ve set up your report, everything looks awesome, and it’s ready to send out? Your team may be expecting you to send them a report, so one by one you start entering their names into the address fields. This can be quite a lengthy process, and the odds of leaving someone out of your email list is rather high.
The advantage of having a distribution list is:
- It saves you time
- You won’t accidentally leave someone off the list
- It will improves your workflow and speed up business processes
Let’s take a look at how you can setup your distribution list:
1. Start by creating a distribution list in your mail provider. If you’re unsure how to do this, here is a video for Microsoft Outlook 2013. Alternatively, you can search online for instructions on any other mail provider.
2. When you creating your distribution list, take note of the name that you give it. (In the video above, the name “Distribution List” was used.)
3. Once the distribution list is created, type the name of the list directly into the relevant address fields (To, Cc or Bcc)
4. Then click Send Now, and your report will be sent to everyone in the list.
If you would like more information on setting up Report Distribution, you can find a number of videos on our Sage Intelligence YouTube channel.
