How to set up an email list for Send Report Now feature

Our system now allows you to create a custom list of email addresses for sending reports. This feature is particularly useful for including additional recipients who may not have a registered email address within the system. To set up your email list, follow these steps:

1. Navigate to Settings.

2. Go to Report Scheduling in the Other section.

3. Click the Send Report Now blue button.

4. Fill in the pop-up box:

Select the report period.

Choose the payee/payees to whom the report should be sent and save the selection.

Click on Add to input additional email addresses, then click Save after adding each address.

Choose the report/reports that should be sent.

Select the file type for the report.

Finally, click the blue Send Now button.

5. The email recipient will receive an email containing the link that will automatically download the report.