Set up organization default for portatour® Report delivery

Esta información no está disponible en castellano. Por lo tanto, se muestra el texto en inglés.

To configure the delivery of portatour® Reports organization-wide, proceed as follows:

1. In the Workspace Organization, open Options.
2. Click Periodic report delivery via email. A pop-up window opens:
   
3. Under Delivery between, define when the reports should be sent.
4. Under portatour® Reports for users, configure the delivery schedule for your users' individual portatour® Reports (see also Description of the content and Application check):
   1. If users are to automatically receive their respective portatour® Report, under send to user themself select either Daily or the desired weekday for weekly delivery.
   2. To ensure that supervisors automatically receive the individual portatour® Reports of the users in their user group(s), under send to associated supervisors select either Daily or the desired weekday for weekly delivery.
   3. Under send to all administrators, select the desired delivery option so that all administrators receive the portatour® Reports of all users.
   4. If additional people are to receive the portatour® Reports of all users, click Additional email recipients and enter the desired email addresses under Sent daily by email to or Sent weekly by email to. For weekly delivery, also select the desired delivery day here.
5.  Under portatour® Reports for user groups, configure the delivery schedule of the portatour® Reports for the user groups (see also Request portatour® Report organization-wide or for user groups):
   1. To ensure that supervisors automatically receive the portatour® Report of their user group(s), under send to associated supervisors, select either Daily or the desired weekday for weekly delivery.
   2. Under send to all administrators, select the desired delivery option so that all administrators receive the portatour® Reports of all user groups.
   3. If additional people are to receive the portatour® Reports of all user groups, click Additional email recipients and enter the desired email addresses under Sent daily by email to or Sent weekly by email to. For weekly delivery, also select the desired delivery day here.
6. Under portatour® Report for organization, configure the delivery schedule of the organization-wide portatour® Report (see also Request portatour® Report organization-wide or for user groups):
   1. Under send to all supervisors, select either Daily or the desired weekday for weekly delivery. The organization-wide portatour® Report for supervisors contains only the data of those users who are members of user groups of the receiving supervisor.
   2. Under send to all administrators, select the desired delivery option so that all administrators receive the organization-wide portatour® Report.
   3. If additional people are to receive the portatour® Reports of all user groups, click Additional email recipients and enter the desired email addresses under Sent daily by email to or Sent weekly by email to. For weekly delivery, also select the desired delivery day here.
7. Click Save.