When you are done configuring your reports, you have the ability to send them out via Email.
To Navigate to the email Page:
- On the reports page go to the upper right hand corner and select the drop down arrow on the “Email” button.
- You are now on the Report Email page.
Subject of Email
By default the subject of the email will be in a specific format.
GROWER / COMMODITY / REPORT TYPE – DATE
The subject can be changed to something else if desired.
Email Lists
- On the left side of the screen you will have your options for lists of recipients.
- The first lists will be the lists that you have or other users with access to the same growers have saved.
- The first lists will be the lists that you have or other users with access to the same growers have saved.
Saving a List
- You can Save a New List by entering the names desired into the email box.
- You can type in new email addresses or start typing and select from the already saved ones.
- Once you have the names entered you can name your list.
- Before you save, you can set the visibility of this list.
- Grower Specific – Anyone with access to this grower will be able to see this list.
- User Specific – Only your user will be able to see and have access to this list
- Default – Will set this list as the default
- Now save the list.
- The list will populate on the left with all the other “Saved Email Lists“.
User Lists
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Branch Users –
- Branch users will show you any users that have access to the same branches as you do.
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Grower users –
- Grower users are any users that are under the grower that you have created the Recommendations / Application Event for.