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How to schedule reports to other users in SugarCRM Pro

Manuel M

Good morning,

hope this isn't a stupid question, I really can't find a way in SugarCRM PRO 11 to schedule reports to other users.

I create a schedule then I open it and I can't add any other users inside the Users panel.

Thanks

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  • 0 Sugar Employee Badge

    Hi Manuel. You typically add other users to the report schedule using the Actions menu and "Link Existing Record". Then a search and select drawer opens. But your arrow button doesn't look active. Can you try clicking it and seeing if it is enabled? If it is not, you could check your permissions. Let me know if it works!

    Lydia Manger

    Product Manager — Sugar Discover

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  • 0 Sugar Employee Badge

    Hi Manuel. You typically add other users to the report schedule using the Actions menu and "Link Existing Record". Then a search and select drawer opens. But your arrow button doesn't look active. Can you try clicking it and seeing if it is enabled? If it is not, you could check your permissions. Let me know if it works!

    Lydia Manger

    Product Manager — Sugar Discover

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