How to Create Recipient Groups

    Recipients who need to receive the same Reports, whether filtered or not, can be put into groups. This simplifies distribution and avoids anyone being over looked. Adding recipients to or subtracting them from groups simplifies maintenance and avoids errors. Here's how.

      

    Create Recipient Groups

                       
                Create-Recipient-Groups.png                   
             
    1. Select Recipients in the lower left navigation pane
    2. Click on Recipient Groups in the upper navigation pane
    3. Click on Recipient Group in the New group of the tool ribbon

    Groups are lists of recipients. The reports received by recipients in the same group are based on the same templates but the data received by any particular recipient has been filtered according to the filters applied to that recipient.

     

    Define Group

                       
                Define-Group.png                   
             
    1. Give the Group a Name
    2. Give it a Description (optional).
    3. Click on Add to add recipients from a list of existing Recipients
        

    Select Recipient(s) to be Added

                       
                Select-Recipient-s--to-be-Added.png                   
             
    1. Select one or more of the recipients contained in the list. Use the progressive search feature on the top part of the window if you have lots of recipients. Multiple recipients can be selected using the standard Shift + Ctrl key combination.
    2. Click on OK
      

    Create New Recipients

                       
                Create-New-Recipients.png                   
             

    Click on the New icon in the Recipients group

    Complete Recipient Window

                       
                Complete-Recipient-Window.png                   
             

    When you click on Save and Close, the newly created Recipient will be saved in the group.

    Save Your New Group

                       
                Save-Your-New-Group.png                   
             

    Click on the Save and Close icon to save your group in the NPrinting file.