How to add or remove recipients on an existing report

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Before we get started...

First, you will need to add the new recipient as a user on your organisation. Detailed instructions can be found in the link below.

This can be done by going to Settings -> Users -> Invite User

Once they have accepted the invitation and set-up an account then you will be able to proceed with adding the new recipient.

Adding-a-new-user

How to add a new user to Clever Logger?

Step 1 Icon

Go to Reports and select your report

To add the new recipient:

– Go to Reports on the side-bar on the left

– Click on the report that you want them to receive

If you aren’t seeing any reports listed this may be because you have none scheduled.

See link below for how to create a report.

Creating a Report

Step 2 Icon

Edit the report

– Click Edit in the top right corner

Step 3 Icon

Go to the "Select Recipients" page

– Continue clicking the Next button until you reach the Select Recipients page.

Step 4 Icon

Select the required recipients

– Tick the user you wish to add onto receiving this report

– Press Next once more and finish updating the report

Tip: If you can not see the user you wish to add as a recipient, it may be because they have not set-up their account yet.

See link below on how to set up an account for a new user.

Adding-a-new-user

How to add a new user to Clever Logger?

Step 5 Icon

Save the changes

Press Next until you reach the end of the setup wizard.

Warning: If you close the page without going to the end of the wizard, your changes will not be saved.

Need further assistance?

If you have any issues please contact us on
1300 30 33 34. 
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The National Association of Testing Authorities (NATA) is the recognised national accreditation authority for analytical laboratories and testing service providers in Australia. It is an independent, not-for-profit organisation that provides independent assurance of technical competence. 

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