How to Send Reports to Specific Users Without Changing Groups

Related Questions

  • How to send Emailed Reports to Individual Users outside a specific groups?
  • How can I send a report so a specific person without using redirect report?

Applies To

  • MyGeotab
  • Reports
  • Emails

Procedure

In order for a specific user to receive an emailed report without changing the groups structure on a database, have each user do the following in MyGeotab:

  1. Click on Administration
  2. Click on Reports > Report Views
  3. Click the report the user would like sent to them
    • If not seen, click on Show all types of reports
  4. Click on Email report tab within the report settings page
  5. Select Yes for Email the report to me
  6. Click on Save

Additional Notes

The user making the above changes will need to have the appropriate security clearance to edit the report they would like to receive.
See: Why am I not seeing "Email report to me" option?