Updating Email Settings in Scheduled Reports

Update email settings for a single execution through the wizard or change the recipient address for several executions at once through the properties panel.

This article covers execution-level email settings within a saved job. For creating or changing an email profile itself, see Creating Email Profiles.

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Open the Job

1. Open Scheduler and select Job.
2. Click Open and select the saved job you want to update.
3. Select the view containing the executions you want to change.

Update One Execution Using the Wizard

1. Select the execution.
2. Click Edit (Wizard).
3. Click Next through the existing settings until you reach Email and Alerts Options.
4. Update To, CC, Subject, or Body as needed.
5. Confirm Enable Email Delivery is selected and choose the appropriate Email Delivery Profile.
6. Review Attach File and the other email options for this execution.

The recipient address is updated for one execution.

7. Click Next and complete the remaining wizard steps.
8. Click Save on the Job ribbon.

Update the Recipient for Multiple Executions

Use the properties panel when several executions in the open job need the same recipient address.

1. Click the first execution you want to update.
2. Hold Ctrl and click each additional execution, one by one.
3. Release Ctrl and confirm that all intended execution rows are highlighted.
4. In the properties panel on the right, locate the Email section. Scroll within the panel if needed.
5. Click the value beside To and enter the new recipient address.
6. Click another property to finish editing the value.

Five highlighted executions are selected for a shared recipient update in the To property.

Selection note: Use the highlighted execution rows to identify the selection. The checked boxes beside the executions are separate from the Ctrl-click selection.

Bulk update note: Editing To applies the entered value to every selected execution. Review the full recipient value before replacing it so you do not remove addresses that should remain.

7. Click executions individually and confirm that each intended execution has the correct To value.
8. Click Save on the Job ribbon.

Verify the Changes

After saving:

• Recheck the recipient addresses for the affected executions.
• Confirm that email delivery is enabled and the selected email profile is functioning.
• If needed, run a test using an authorized recipient and confirm delivery.

If a recipient is incorrect, reopen the execution or select the affected executions in the properties panel, correct the value, and save the job again.

Related Articles

• Creating Email Profiles
• Setting Up Job Emails
• Managing File Attachments for Execution Emails