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Allow Administrators to send Test Report Mailers

Josh Lumley

August 24, 2023 14:20

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Hi team,

I'm looking to utilise the report mailer more. Unfortunately there's no way to see what the report will look like without having to schedule a report to be sent the next day. It would be great if there was an option to send the report to a selected recipient/s to see what it would look like before it is then sent out formally.

 

Regards,

Josh

2 comments

• 
  Guy Jelley August 30, 2023 14:48 Official comment

  Josh,

  You are able to run the report as an admin. Check it out here:

  https://support.ppolive.com/hc/en-us/articles/360008976138-Report-Mailers#h_01G7YKCER9H1JN3EY8BDZP9KGA

  Click the user or users you want to send to and hit the "Send Report Mailer" button.

  Let me know if this works.

• 0
  
  Guy Jelley September 19, 2023 09:31

  Josh

  As demonstrated this functionality is in place and working.