Reports
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      3. Reports

      How do I Create and Manage a Recipient List?

      Add and manage recipients from the Reports page.

      Create a Recipient List

      1. From the Report List option in the main menu, click the Manage Recipient List button.

      2. Tick the box associated with the recipient’s Name or Email. 

      3. Press the Close button. 

      Manage Recipient List

      Manage Custom Fields 

      1. Click the Manage Custom Fields button.

      2. A new window will appear. 

      3. Select an AOR from the drop-down menu.

      4. Type in the Label of Field in the box labeled Question. 

      5. Write in a Possible Answer. 

      6. Click the Add Possible Answer button to add answer options. 

      7. Press the Save button.

      Manage Custom Fields

      Click the Add Another Field button to add another label.