How to schedule reports to other users in SugarCRM Pro

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!

Hi Lydia, 

yes, that's exactly the place I supposed to find the "Link existing Record" action but I don't have it.

The problem is I'm sys admin so currently I shouldn't have any Role applied. 

What release version do you have? PRO or ENT? 

Thanks

I am also on Professional 11 and also logged in as Sugar Administrator (user ID = 1) and I don't have that option active.

For the longest time I remember being told that each user had schedule their own reports, so I wonder if you need to be on Ent v12 to take advantage of this feature.

FrancescaS

As an Admin, you can "Impersonate" the user and schedule the report :-)

Unfortunately also not available prior to v12 Ent. 
Manuel is using Pro v11.x on Site.

Unfortunately also not available prior to v12 Ent. 
Manuel is using Pro v11.x on Site.