Add Email Addresses to a Recipient Group

Recipient Groups is a feature of Scheduled Reports that allows you to create a group of email addresses from your customers' organizations.

To associate email addresses to specific groups and customers you must first export a fresh list of all customers and their respective recipient group associations.

  1. In the Reports Console, click Recipient Groups.
  2. Under the Recipient Group Emails area, click Export Data.
  3. Open the .csv file and add email addresses for the customers you would like to map and under the Recipient Group you will use.

    If you are entering multiple email addresses for a customer, separate each address with a semicolon.

  4. Save the file and then click Import Data.

After the list is imported, all schedules associated with recipient groups will be republished.

While schedules are republishing most functionality on the Recipient Groups page will be disabled. You will only be able to Export Data and Add a Recipient Group.