The Primary Recipient of month-end string level reports may use the Electronic Distribution form to set up Secondary Recipients to receive access to specific reports that the Primary Recipient receives. The Secondary Recipients’ distributions can be set up and ended for specific reports and account strings, by organization, or for all reports and account strings distributed to the Primary Recipient. Distributions can also be terminated (referred to as End-Dated) at any time.
Electronic Distribution: Step-by-step Instructions
Electronic Distributions: Demo Presentation
- Locating Electronic Distributions
- Adding Secondary Recipients and Copying Criteria
- End-dating Secondary Recipients and Criteria
- Removing End-dates
- Running Reports