Delegating reports to other organisations
You can use the Delegate to organisation feature to transfer a report outside your organisation. Local routines often describe when a report should be delegated.
There are two methods to delegate reports:
Delegate individual reports
Go to “
Report list
”.Click on the Worldwide Unique ID of the report you would like to delegate.
At the top of the page, click on
Delegate to organisation
and select the recipient.
Delegate multiple reports
Go to “
Report list
”.Mark the reports you want to delegate by checking the box on the left.
Click
n
reports selected
(where n is the number of reports you selected).Select the recipient for the report delegation.
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