Distribute a Snapshot of a Company Single Tool Report

• Required User Permissions:

  • To distribute any snapshot: user must be a company admin. But if the creator of a report is inactive, a new distribution schedule cannot be set.

  • To distribute a snapshot of a report you created: 'Standard' level permissions or higher on the Company 360 Reporting tool.

• Additional Information:

  • You can only see and distribute reports that you have created.

• Distribute a Company Single Tool Report

• Schedule a Distribution

Distribute a Custom Single Tool Report

1. Navigate to the Company 360 Reporting tool.

2. Click the name of the single tool report you want to distribute.

3. Click Distribute Snapshot in the right pane.
   
   
   

4. From the drop-down menu, select the users to whom you would like to email the report.

5. In the Send As drop-down menu, select PDF or Excel.
   
   
   

6. Click Distribute.

Schedule a Distribution

1. Navigate to the Company 360 Reporting tool.

2. Click the name of the report you want to schedule a distribution for.

3. Click Distribute Snapshot.
   
   
   

4. Click the carat next to Schedule Distribution List.

5. From the drop-down menu, select the users to whom you would like to email the report.

6. In the Send As drop-down menu, select PDF or Excel.

7. Select one of the following options from the Frequency drop-down menu:

   • Daily

   • Daily (Weekdays Only)

   • Weekly

   • Monthly
     
     
     

8. Select the options in the Settings section to schedule when the report will be distributed based on your Frequency selection.

9. Click Create.
   Note: Creating a distribution schedule does not guarantee distribution. See Things to Consider for required permissions.