EB360: Setting Up Automatic Report Distribution in Everbridge Suite

Topic

Setting up automatic report distribution in Everbridge Suite to deliver targeted reports to specific groups within your organization.

Description

Understanding Report Distribution in Everbridge Suite

Everbridge Suite allows you to create distribution groups and conditions for specific report types. This functionality enables you to add contacts to specific groups to ensure they receive only designated reports. The system supports automated distribution of various report types, allowing for targeted and efficient report sharing across an organization.

A key benefit of this feature is the automated distribution of reports to specific recipients. Different distribution groups can be created to control which contacts receive specific types of reports, streamlining your organization's information sharing processes.

Creating and Configuring Distribution Groups

To distribute reports to different access groups in Everbridge, follow these steps:

  1. Ensure you have the necessary permissions to share reports

  2. Navigate to the Reports section in your Everbridge account

  3. Select the specific report you want to distribute

  4. Choose the target access groups or roles you wish to share the report with

  5. Confirm the distribution settings

Note: The exact steps may vary depending on your specific Everbridge account configuration and user role. For precise instructions, we recommend consulting your organization's Everbridge administrator.

To set up a targeted notification for a specific group of users in Everbridge, follow these steps:

  1. Create a group by manually adding the relevant contacts/users

  2. Ensure the contacts do not have any existing flags on their contact record profile

  3. Select the created group when sending out a notification

This approach allows you to send communications to a precise set of users ensuring that your reports reach exactly who needs to see them.

Adding Contacts to Specific Distribution Groups

Once you've created distribution groups, you can add contacts to specific groups to ensure they receive only designated reports. This targeted approach prevents information overload and ensures that stakeholders receive only the reports relevant to their roles and responsibilities.

Advanced Reporting Capabilities

Everbridge offers advanced reporting capabilities that allow users to schedule and generate reports. For specific details on setting up scheduled reports, it is recommended to consult the Advanced Reporting Guide.

Troubleshooting and Support

If you encounter issues with report distribution or need assistance with specific configurations, consider these options:

  • Consult your organization's Everbridge administrator for account-specific configurations

  • Refer to the Everbridge Suite documentation for detailed instructions

  • Contact Everbridge Technical Support with any advanced reporting error messages.

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