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Edit recipients in scheduled email reports


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.

17 votes

Idea Submitted · Last Updated


  • Patp
    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
    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