Creating new recipients

Note: You can make Monitor users recipients on the Settings tab, see the help topic, Making a Monitor user a report recipient.

Prerequisites

Creating reports

Procedure

1. One the Reports tab, click Recipients.and click New.
2. On the New Recipient dialog box, type the recipient's FIRST NAME, LAST NAME, USER NAME and if you want to, an ALIAS.
3. From the CLIENT ID list, select the school that you want to associate to the recipient.
4. Type the recipient's EMAIL address and then click the Visible Groups tab.
5. From either the USER GROUPS or the DEVICE GROUPS lists, select the group that you want to assign to the recipient and click Save.

Follow-up tasks

1. Creating delivery times
2. Adding custom pages
3. Scheduling reports