Distribution List

Created by Harry Lewis, Modified on Tue, 16 Jul at 9:35 AM by Gabriel Michaud

Applies to:

  • Velixo Classic
  • Velixo NX
  • Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, Haufe x360, Jamis Prime



Purpose

The Distribution List feature can be used with a desktop installation of the traditional edition of MS Outlook to quickly distribute reports to a large number of users with a single click.  Reports can be sent by e-mail or simply saved to a folder in a variety of formats. You have the freedom to include specific content (sheets/tabs) or use different parameters (company, branch, division, financial period, etc.) based on the recipient.  Highly sensitive data can be password protected.

 

Example use cases:

 

  • E-mail a monthly performance dashboard in PDF format to the manager of every location of your 200-location business.

  • Send detailed financials to your area/group managers in Excel format.

  • Prepare a complete financial reporting package for your shareholders, removing Acumatica formulas and hyperlinks for people without access to your ERP system.

  • Archive the final version of your monthly reports to a network share with clear and consistent naming.

  • E-mail a PDF version of your project progress report to project managers every week.


These are just some examples of what can be achieved — Report Distribution lists are extremely versatile, powerful, yet very simple to use.

 


For more information and examples, see Using Distibution Lists.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article