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Accessing Distribution Instructions
Distribution Instructions save time by sending reports, along with pertinent information, automatically to the right person/people using the chosen electronic method. Use the Manage Distribution Instructions to set up different instructions for each report that requires a unique distribution method, i.e. distributed to different people or via different methods eg, Email, FTP or Saved to a folder.
Method
- Run a report from the Sage Intelligence Reporting Report Manager to Microsoft Excel.
- Select the BI Tools Tab.
- Select Manage Instructions.
- From the Manage Distribution Instructions window, you can now Add, Edit, Delete or Rename your Instructions.
