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How to Add a New Report Recipient?
Follow these steps to add a new report recipient:
- Click on the “Log in” button in the top menu to access the admin pages.
- In the top menu, click “Monitor.”
- From the submenu, select “Share.”
- In the left-hand menu, click “Recipients.”
- Click the “Add” button.
- Fill in the recipient’s details and click “Save”.
- Navigate to “Reports” in the left-hand menu.
- Select the current report and scroll to the bottom of the page.
- Under “Select recipients” link the recipient to the agents who should receive the report.
- Configure additional report settings such as alerts and delivery time.