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Sending a scheduled report to non-users

Hugo Geyskens

Hey all,

Is there a way to send a report to colleagues NOT being SugarCRM users ? So by simply using their email address ?

Thanks for any info on this,

Hugo

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    Hi Hugo, we had this ask early on. We first created a shared email address in Outlook. We used this shared email address to create a user in Sugar. When creating the report scheduler, we added this user to the user subpanel. When the report sent out, we set up outlook rules on what distribution lists to send it to depending on the report. This allowed for reports to go to those not in sugar and it has been working for us for a couple of months now. 

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    Hi Hugo, we had this ask early on. We first created a shared email address in Outlook. We used this shared email address to create a user in Sugar. When creating the report scheduler, we added this user to the user subpanel. When the report sent out, we set up outlook rules on what distribution lists to send it to depending on the report. This allowed for reports to go to those not in sugar and it has been working for us for a couple of months now. 

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