Clicking the "Share" allows you to share the report with others through email or periodically scheduling!
Step 1: Add the recipient's email address.
Step 2: Edit the subject line, if necessary.
Step 3: Select the attachment type: CSV or XLS.
Step 4: Create and format the message which will appear as the email body.
Step 5: Click "Send" to send the email (or "Cancel" to abort and turn to the report).
Enter the email address(es) that are going to receive this scheduled report.
Select the attachment type: XLS or CSV.
Select how often you would like to receive this scheduled report.
Enter a name for this scheduled report.
Enter a subject which will appear as the email subject.
Status relates to if the scheduled report is active (sending the report) or inactive (not sending the report).
7. Expired At
Set the expiration date. Example: you may want to set the expiration date to correlate with a holiday break, end of the semester or end of the quarter.
Create and format the message which will appear as the email body.
Save scheduled report (or Cancel).
Note: When an email is scheduled, it will be sent from IB and will come from email@example.com
For additional assistance, please email helpdesk@IntelliBoard.net