Adding an Organization Unit to the Recipients List

To add an organization unit record to the recipients list, complete the following steps.

1. Click on the Add Organization Unit button in the left pane.
2. Enter the selected Organization Unit level in the screen, then click on the Save button.

   The entered organization unit is added to the Organization Unit Recipients grid.

3. Repeat these steps to enter additional organization units.

   Note: Depending on the Delivery Format set up, the employees in this organization unit may be notified that this report can be viewed in the Reports section>Prepared Data Reports card, or they may be emailed a copy, or receive a notification that a link is available.

Organization Unit

The name of the organization unit whose employees are set up to have access to the scheduled report.