Manage Who Receives Automatic Audit Reports

Read Before

• Manage Who Can Conduct Audits →
• Manage Who Can See or Edit Audit Results →

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Where to Set Up Report Distribution

1. Go to Checklists from the left-hand menu
2. Find the checklist you want to configure
3. Click the ellipsis (⋮) next to it
4. Select Settings
5. Open the Distribution tab

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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.

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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

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Best Practices

• Add User Groups to scale distribution without manual updates
• Review distribution lists regularly to match reporting needs

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Next article: How to Create a New Audit Schedule →