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The portatour® Report (see Description of the content) can be sent automatically on a daily or weekly basis. To configure the report delivery settings differently from the organization default, proceed as follows:
- Open the Options.
- Click Periodic report delivery via email. A pop-up window opens.
- Under Delivery of the portatour® Report for user, specify whether your report is sent to yourself, to the responsible supervisors and/or to all administrators.
- Under Additional email recipients, optionally specify additional email addresses to which your portatour® Report should be sent. Here, too, specify the frequency and, if applicable, the day of the week.
- Click Save.
Notes:
- If you have not logged in for a week, e.g. due to illness or vacation, no automatic emails will be sent.
- Depending on the configured permissions, modification of the delivery settings may not be possible. Please contact your portatour® administrator.
- For individual accounts, there are no supervisors or administrators, so the settings for supervisors and administrators cannot be entered.
- If portatour® is connected to Dynamics CRM as the data source system, only the additional email recipients can be entered.