In the Data Management Portal, you can choose from the reports you've built and schedule them to be emailed automatically to recipients that you specify.
To schedule an outgoing report:
- Log in to your SHOEBOX Data Management Portal.
- Click on Reports.
- On the Reports page, click the Outgoing Reports tab.
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Click New.
- Fill in the details for your outgoing report(s). Schedule a frequency to send the report, provide a subject title for the email, select the report(s) you would like to send, and enter the email addresses of your recipients.
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Note: Make sure to press your Enter key after typing each email address to add them to the list.
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Outgoing reports will then appear under the Outgoing Reports tab.
You can delete outgoing reports by clicking on the three-dot icon, then clicking Delete.
| Important: Your recipient(s) will need to register their device upon receiving the email. They will only need to do this once per device. Only one device may be registered at a time, registering a new device will unregister a previous device. |
| Note: The registration process will not work on any version of Internet Explorer. |