Report Distribution via Email

Email a report output link to company users or team members each time a custom or saved report is run. Use the Send as attachment link output option when creating or modifying a report to select this option. The Distribution List link allows you to add users to the distribution list. Each time a report is run, the selected users will receive an email with a link to the report output. Users can choose to unsubscribe from this list anytime from either the email or from the Distribution List tab by selecting View Details.

Distribution List Tab

View a list of users that were added to receive the report output from the Distribution List tab. Access this tab by selecting the Gear menu next to a report and selecting View Details.

From the Distribution List tab, you can view:

The status of a user's subscription.
Details of the users added to the list
Subscribe or Unsubscribe users from the distribution list.

You can now easily view and manage stamps for your company. Administrators and Submittal Exchange users can use the Manage Company Stamps button from the Company Info page to view, add, edit, and delete stamps.

Last Published Thursday, May 29, 2025