Dynamic Address Lists Preferences

You can deliver reports and documents by subscription to individual contacts that are not actual users in the XBRi project. To do so, you use a dynamic address list containing each contact to whom you want to deliver data. Dynamic address lists allow you to quickly create subscriptions for multiple contacts without having an administrator add each user in the project.

Dynamic address lists are defined in the Dynamic Address Lists Preferences page.

Dynamic address lists are derived from special source reports based on Master files, such as District Master, that contain email addresses where reports and documents are to be delivered. Dynamic address lists appear in the list of Available Recipients when defining a new subscription to a report or document.

In addition, security filters can be applied to these contacts. For example, if a contact has a security filter that restricts her from viewing sales data about regions other than her own region, subscriptions delivered to any contacts associated with that user will not contain sales data about regions other than that user’s region. When the subscription is executed, only the data that matches the filtered data is included in the delivered report or document.

 

To create a dynamic address list:

  1. From the Admin menu, select User Preferences.
  2. Under Settings, select Dynamic Address Lists. This displays the Dynamic Address Lists preferences page.
  3. Click Add a New Dynamic Address List. This displays the Create a new dynamic address list dialog box.
  4. Click the Select… link next to Report:.
  5. Navigate to the Shared Reports > Master File Distribution folder
  6. Select the report you want to create a dynamic address list from and click OK.
  7. Enter a name for the list in the Dynamic address list name field.
  8. Under the Required property settings, make sure the correct values are selected. For example, for the Property, Physical Address, in a list containing the District attribute, the corresponding Value should be District (MFD) (Email).

Note: the lower portion of the screen under the Subscription mappings, Optional property settings is not used in XBRi.

  1. Click Save.

 

To edit a dynamic address list:

  1. Click Edit in the Actions column next to the dynamic address list you want to edit. This displays the Create a new dynamic address list dialog box. 
  2. Select the appropriate options to modify the dynamic recipient list, then click Save to save your changes.

To delete a dynamic address list:

Click Delete in the Actions column next to the dynamic address list you want to delete. This deletes the list. 

 

Related Topics

Create a new dynamic address list dialog box.

Modifying a Report to Specify Subscription Recipients.

 

 

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