How To: Edit report recipients? (Admin) (Video)

If you would like to edit (delete or add) a user to receive reports about projects here are two ways on how to do this from an already existing report.

article_icon.pngProject Recap Snapshot 

From the dashboard go to 'Projects' and from there go to 'Recurring'.

Select the project that you want to add/remove recipients from, then select 'Edit Project' on the top right-hand side. 

From the Edit Project screen, scroll down until you get to the "Send Reports to" drop-down menu. 


article_icon.pngEdit report recipients for Saved Reports. 

From the dashboard go to 'Reports' and from there under 'Saved Reports' go to 'All".

Find the Project Completion Recap Report you are looking to add or remove email recipients from.

From the next window 'Reports' go to the top right-hand side and click on 'Edit' and then 'Settings'. 

From the new 'Save Reports' window where you can edit the name of the report, the basis and day on which the report runs, as well as who it is sent to under 'Send to'.

From the drop-down menu, you can choose the recipients by 'User', 'Role', or 'E-Mail'.

If you have any other questions or concerns please feel free to reach out to 


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