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
From within a report, go to the top menu and click on Delegate. Then search for the organisation you want to delegate the case to and choose it.
Delegate multiple reports
From the “Report list” you can also delegate multiple reports at once.
Mark the reports you want to delegate by clicking the box to the left of Worldwide Unique ID.
Click
reports selectedat the bottom-left of the screen.Click
Delegate to organisation.Select the recipient for the report delegation.
Last updated
Was this helpful?

