Managing the recipient lists for Helix Dashboard reports

Precedence order for email scheduling

The email recipient list for the selected domain in each report configuration is used in the following order:

• If the report configuration contains a report-specific recipient list for a specific domain, the report is sent to that list.
• If the report configuration does not contain a report-specific recipient list, a recipient list defined globally is used.
• In the absence of both a report-specific and globally defined recipient list for the domain, the recipient list from the parent domain will be used. That is, domains will inherit the mailing configuration of the parent domain.
• If no recipient list is configured at any level, including the root domain, the report results will not be emailed. Instead, they will be available for viewing through the Workspace.

Before you begin

Make sure that you have the required permissions to define and manage the email recipient lists on a global scale. For more information, see Users and authorization profiles.

To view the email recipient lists

1. Click the Administration tab.

2. In the navigation panel, select System > Report recipient lists.
   The Report Recipient Lists page displays a list of the existing user-defined report recipient lists. You can edit or delete them or define new ones.

   The following information is displayed on the page:

   Field	Description
   Name	Name of the recipient list.
   Description	Description of the recipient list.
   Email Address	Email addresses that are configured in the list.
   Domain	Domains assigned to the list.
   Action	Edit or delete the recipient list by clicking the respective actions from the Action menu.

    

3. (Optional) Use the Search option to filter the lists. 

To add the email recipient list

1. In the Report Recipient Lists page, click +Add.
   The Add Recipient List window is displayed. 
2. Enter a name and description for the recipient list. 
3. Type the email addresses of recipients who should automatically receive the report each time it is generated and press Enter.
   You can specify multiple email addresses.
4. Click Select Domains. 
5. In the Select Domains window, select the relevant domains to be associated with this email list so that stakeholders receive reports relevant to their specific domain (for example, finance, marketing, platform).
   You can use search to filter the domains.
6. Click Close.
   The selected domains are displayed in the Add Recipient List page. 
7. Click Ok to add the recipient list. 

To replace or remove the email address from all mailing lists

If the email addresses added to the list are no longer valid, remove the email address or replace it with the relevant email address in all recipient lists: