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 > Others > Email Lists and click the Create button.
    The Create a new email listpage is displayed.
  2. Add a Name and Description for the new email list.
  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 import email addresses from a text file, click Import addresses. A separate window is displayed to allow you to browse and locate the existing file. Select the file and click Open. The email address information is displayed in the To: field.
    • To export the list of email addresses displayed in the Email addresses field, click Export addressesto download the text file on your local system.
  4. In Permissions section which displays the existing Restricted Roles .
  5. You can take one of the following actions on the Permissions section to identify who can view and use the email list:
    • To allow all users to view and use the email list, select the 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 Only users that can edit this email list option.
    • To give a restricted role permission to view and use the email list, under Roles that can edit this email list select the checkboxes next to roles and make sure the Only users that can edit this email list option is selected.
  6. Review your entries and click Save to create the email list. The newly created email is displayed in the Email List page.