The customer report Target Customers tab provides a list of
current targets for the selected customer report.
The following table outlines the tasks available on the Target
Customers tab.
Task
|
Description
|
Add a report target
|
Click Add Target to open the Customer
Selection screen.
For more information, see Adding a report.
|
Delete a report target
|
Select the check box next to the reports targets and click Delete
to stop generating reports for the selected customers.
|
Enable/Disable email notifications
|
Select the check box next to reports targets and click the
Enable or Disable button.
|
Edit email notification settings
|
Click Edit to modify the email notification settings including the
Subject, Recipients, and Customer
logo.
|
Edit target customer settings for multiple customers
|
Click Customer List to change report target and email
notification settings for multiple customers by editing and importing a CSV file.
For more information, see Editing the target Customer List.
|