Setting up automatic report distributions

How to set up automatic report distributions in Energinet

This guide shows how to set up a custom and automatic report distribution in Energinet, and how to configure their contents.

• These report distributions are reports that will be automatically sent by email to selected users.
• You can adjust report distribution frequency.
• To recieve a report distribution, one must have an account in Energinet and access to the portfolio from which the report will be sent from.

---

How to create a new automatic report distribution

1. Go to settings and click on 'Report distribution'
   
   
2. Click on 'Create'
   
   
   
3. Choose whether a report can be only sent to you or to more users
   NB: Only a system administrator can set a report to public.
   
   
   If set to 'Public', assign the recipients of your report distribution by clicking on 'Add recipient(s)'
   
   
   
4. Give the report a name, which will be used as the email's subject line
   
   
   
5. Click on 'Add report' and configure the report(s) you want to send automatically
   
   
   
   
   (!) You can set-up multiple reports in each distribution
   
   
   
   
6. Save the current selection and determine the frequency of this distribution
   
   Depending on the chosen frequency, you may get more detailed options to configure
   
   
   
   
   
7. lf saved, the report distribution will start automatically. You can also send a preview to yourself or all recipients by clicking on these buttons:
   
   

---

How to edit an existing automatic report distribution

1. Go to settings and click on 'Report distribution'
   
   
   
2. Click on the pencil-symbol in the distribution overview, or delete a report by clicking on the cross-symbol:
   
   These symbols can be found to the right of every report distribution:
   
   
   
   
   
3. Follow the steps in the beginning of this article to configure or discard (delete) the automatic report distribution.