Creating email lists for automated reports

Automated reports are generated and sent via email to individual email addresses or lists of addressees. You can create and maintain these lists of email addressees.

Because you can specify more than one email list for an automated report, you can maintain a list specifically for a given report or construct the list from multiple email lists.

To create an email list:

  1. Click Manage > Email Lists and click the Create button.
    The Add Email List dialog is displayed.
  2. Add a Name and Description for the new email list and click Next.
    The Email wizard panel is displayed.
  3. To add email addresses to whom you want to send one or more generated reports, type the email addresses separating the addresses with commas.
    You can also take one of the following actions:
    • To sort the email addresses in the To: field, click the S... button. The arrow next to the button indicates whether the addresses will be sorted in ascending or descending order.
    • To import email addresses from a text file, click Import. A separate window is displayed to allow you to browse and locate the existing file. Select the file and click Import. The email address information is displayed in the To: field.
    • To export the list of email addresses displayed in the To: field, click Export. A separate window is displayed. Type a filename and click Export. The window closes.
  4. Click Next.
    The wizard proceeds to Permissions which displays the existing Restricted Roles.
  5. You can take one of the following actions on the Permissions wizard panel to identify who can view and use the email list:
    • To allow all users to view and use the email list, select the This Email List is visible to all users option.
      Important: If you make the email list visible to all users, you cannot restrict visibility to specific roles after it is used by another email list.
    • To not let any users view and use the email list, select the This Email List is visible to restricted users in these Selected Restricted Roles option.
    • To give a restricted role permission to view and use the email list, highlight the role and click the Right Arrow button to move it to Selected Restricted Roles and make sure the This Email List is visible to restricted users in these Selected Restricted Roles option is selected.
  6. Click Next.
    The wizard proceeds to Summary.
  7. Review your entries and click Finish to create the email list.
    The Finish wizard panel is displayed.
  8. Click Close to exit the wizard.
    The newly created email is displayed in the Email List window.