Accessing Distribution Instructions

Distribution Instructions save time by sending reports, along with pertinent information, automatically  to the right person/people using the chosen electronic method. Use the Manage Distribution Instructions to set up different instructions for each report that requires a unique distribution method, i.e. distributed to different people or via different methods eg, Email, FTP or Saved to a folder.


Managing Distribution Instructions:


  1. Run a report from the Sage Intelligence ReportingReport Manager to Microsoft Excel.
  2. Select the BI Tools tab.
  3. Select Manage Instructions.

  4. From the Manage Distribution Instructions window, you can now Add, Edit, Delete or Rename your Instructions.