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How to Create Recipient Groups

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Stefano_Dalla_Guarda

How to Create Recipient Groups

Last Update:

Nov 9, 2015 11:18:30 AM

Updated By:

Stefano_Dalla_Guarda

Created date:

Nov 9, 2015 11:18:30 AM

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.

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Last update:
‎2015-11-09 11:18 AM
Updated by: