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Users and Groups

The Users and Groups tab lets you define who receives scheduled reports. You can assign individual users or entire groups. At least one user or group must be selected to save a distribution job

Each visualization is distributed individually to every assigned user or group, based on their security settings. If a view is sent to a group, only users with the appropriate access rights will receive it. Visualizations data is personalized according to each user's access level, so different users may receive different results.

The distribution also applies each user's local settings. For example, a user set to English will receive the report in English, and a user set to French will receive it in French.

Select users and groups​

  1. Select one or more users or groups from the left grid.
    Use the search box to filter by Name, Description (username), Domain or Type (group or user). Hold Ctrl to select more than one entry.
  2. Move your selection to the right grid using the arrow button.
  3. (Optional) Enable the Run As property.
  4. Add the subject and body of the email in the Email tab.

Run As property​

At the bottom of the grid, you'll find the Run As property. Enable this option to apply the security access of a selected user to all recipients. This includes both assigned users/groups and external users.

Enter email addresses for external users​

When you enable the Run As property, you can send reports to external users by email.

  1. Enter the email addresses for the recipients in the To, Cc, or Bcc fields.
  2. Add the subject and body of the email in the Email tab.