How do I change or add an email address a Report Master report gets sent to?

Report Master reports can be scheduled to be regularly sent via email to any email address*. The email address(es) that a Report Master report is sent to is set within the report designer.

Within MemNet go to Reporting / Report Master then click 'Launch Report Master'

Create a new report or click the pencil icon that appears when you point your mouse at the thumbnail of an existing report, then go to the Misc tab within Report Master. The scheduling information including the email address(es) is at the bottom of this page.

Here you will find:

• The time, date and timezone that the report will next be sent. The report will be sent once the time recorded here has passed.
• Repeat type indicates how often you want the sending of the report to be repeated (Yes, the report is updated with the latest data each time it is sent). Options are:
  • Every Day [i.e. Daily]
  • Every Weekday [i.e. Monday to Friday]
  • Every Week [i.e. Weekly]
  • Every Two Weeks [i.e. Fortnightly]
  • Every Month [i.e. Monthly]
  • Every Quarter [i.e. Quarterly or every 3 months]
  • Run Once [Pretty self explainatory]
  • Alert Hourly [Use this for notifications, the report will send every hour, but only when the report contains results, ensure appropriate filters are set on the report!]
  • Alert Daily [As for Alert Hourly, but only gets sent once per day if there are results. Great for reporting what happened "yesterday"]
• Send Email as. Select the format to send the report. Options are:
  • Embedded [Report is displayed in the body of the email]
  • HTML2PDF [The report is attached to the email as a PDF document]
  • CSV [The report is attached to the email as a CSV file. Best if you want the data in a format to be imported into another system]
  • HTML [The report is attached to the email as an HTML file]
  • Excel (XLS) [The report is attached to the email as an MS Excel file. This will include formatting, including charts, CSV exports will only include the raw data]
  • Word (DOC) [The report is attached to the email as an MS Word document]
  • Link [Do not use.]
• Recipients. List the email address(es) you want the report to be sent to. Multiple email addresses are separated with commas.

Remember to click Save on the toolbar when you are done.

* To ensure the security and privacy of your data you should only send reports with sensitive data to email addresses accessible by people you know and trust. 

See also:

• Why is my Report Master tab greyed out?