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Edit Recipients On a Report

About Editing Recipients On a Report

  • DicksonOne reports are are auditor friendly as the are delivered via Email as PDFs
  • The recipients on the report do not need to be users of DicksonOne, so the reports can be emailed to various recipients
  • DicksonOne reports allow infinite recipients to send reports
Warning To learn about how to reassign a reoccurring report when a user is deleted, please Delete a User

How to Edit Recipients On a Report

Select the Report to Edit:
Go to > Reports and Select a Report
  1. Click on the Expand/Collapse carrot
  2. Click on Edit Recipients when the menu expands
  3. This
Add or Delete Recipients:
Unlimited Recipients can be added to a report and can always be removed as needed
  1. Click +Add Another Recipient to add another email to send the report to
  2. To Delete a recipient from a report click the x
  3. Click Update recipients 
Success As more individuals need copies of reports or recipients need to be updated, DicksonOne reports can be edited. To learn more about the various DicksonOne report options, please visit the DicksonOne Knowledge Base.