Edit recipients in scheduled email reports

Sandy D

I have many reports that get emailed out on a defined schedule and often the recipients need edited. Unfortunately editing recipients is not an option (only editing the recurrence schedule), so I have to recreate the entire schedule to remove or add any recipients. It is very tedious and time consuming when you have frequent turnover or role changes.

Patp

Is there a way to modify the distribution list when sending automatic reports? Currently the distribution list is set with a scheduled delivery of a report, however if a name needs to be added or removed, the entire distribution needs to be recreated. Or there is a single one-off addition created who receives the report. Building a group distribution doesn't work, so how can an existing distribution be edited without recreating the entire distribution again?

Scott Peters

If you have a recurring report sent out as a PDF or Excel attachment, you can easily update the schedule, but you cannot update the audience or the PDF options. You also cannot copy the current audience to quickly re-create the recurrence. It would be nice if Smartsheet let you clone the current recurrence, or at least copy the audience