Where to Set Up Report Distribution
Go to Checklists from the left-hand menu
Find the checklist you want to configure
Click the ellipsis (⋮) next to it
Select Settings
Open the Distribution tab
Add Recipients to Receive Reports
In the Distribution tab, you can choose who will automatically receive audit reports when a checklist is completed.
You can add:
Individual Users – Registered users in the system
User Groups – Groups already defined under User Management
Use the searchable dropdown fields to add multiple entries in each category.
Saving Distribution Settings
Once your access settings are defined:
Click Save Access Rights at the bottom of the screen
The settings apply to all future audits completed using this checklist
Best Practices
Add User Groups to scale distribution without manual updates
Review distribution lists regularly to match reporting needs
Next article: How to Create a New Audit Schedule →