Who is this article for?

Users who want to learn more about scheduled emails and reports.

No elevated permissions are required.

This article addresses frequently asked questions regarding scheduling emails and reports within the application. Learn how to set up recurring email distributions and automated report generation to streamline your communication and reporting processes.

1. What is the best way to manage setting scheduled reports to a variety of different users?
2. A user did not receive their email as a result of a Notification, Report or Send InForm request. How can I find out what went wrong?

1. What is the best way to manage setting scheduled reports to a variety of different users?

It is better to avoid setting large numbers of scheduled reports from a variety of user accounts as it can then become difficult to know which account needs to be accessed to delete any emails no longer required. It will also help avoid duplication.

Therefore, it is best to encourage each user to schedule their own reports. This allows them to be self-sufficient and can have complete control over what information they receive and when.

However, if scheduling is required to be done on behalf of other users, it is recommended a single account is used.

2. A user did not receive their email as a result of a Notification, Report or Send InForm request. How can I find out what went wrong?

The following checks are recommended if a user does not receive their email:

• Ensure the user has a valid and current email address saved in their Lucidity Access profile in the Email Notifications field.

• Confirm the email address is saved correctly (for example, no spaces or characters before or after the email address).

• Ask the user to check their email spam/ junk folders. Some email providers may direct messages from unknown senders in Other or Social tabs and skip the main inbox by default, such as Microsoft Outlook and Gmail.

• Confirm with your organisation's IT administrator that emails from system@luciditysoftware.com.au are being received by other users. If there is an issue here, there will often be an issue for multiple users.

• Confirm with your IT administrator that there are no spam rules preventing emails being delivered by Lucidity Software (system@luciditysoftware.com.au).

To ensure greater deliverability, it is recommended that the following are white-listed by the organisations IT department: 

• Lucidity's sending email address (system@luciditysoftware.com.au)

• Lucidity's server IP address (198.2.136.186)

• The URL of the organisations Lucidity Software System (typically ORGANISATIONNAME.luciditysoftware.com.au)