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Report delivery

Written by Product Management

This article is auto-synced from its in-app version in Tai.

Company admins only. This page is part of Settings, visible to users with the Company Admin role.

The Report delivery page decides who your scheduled reports may be emailed to.

The Report delivery page under Settings, showing the three policy modes with TAI users only selected

When you'd use this

Reports carry your operational data — bookings, travellers, revenue — so where they land matters. Use this page to set the outer limit once, for the whole workspace, rather than trusting each schedule's recipient list. For example: you want daily figures to reach your operations manager and your accountant's firm, but nowhere else, so you list their address and their domain and leave everything else out.

Steps

  1. In the Workbench sidebar, click Settings.

  2. Under AI & Data, click Report delivery.

  3. Choose who scheduled reports may be emailed to:

    • TAI users only (default) — only active TAI users at your company.

    • Unrestricted — any email address.

    • Allow list — only the entries you list: All TAI users, specific email addresses, or whole domains (for example example.com).

  4. If you chose Allow list, click Add entry for each address or domain you want to permit.

  5. Click Save changes.

Tips and limits

  • The rule is checked twice — when a schedule is created or edited, and again at send time. Tightening the policy therefore takes effect for schedules that already exist, not just new ones.

  • A blocked recipient doesn't sink the email. That recipient is skipped and recorded as Blocked in the schedule's delivery history; everyone still allowed gets theirs. If every recipient is blocked, the user the schedule runs as is notified.

  • A domain entry covers every address at that domain, so example.com permits [email protected]. List the specific address instead when you want just one person.

  • This setting stays yours. Nezasa staff administering your company can see the current policy — they need it to explain why a report never reached someone — but nobody administering your company can change it, not even someone you have granted data access. Changing it is one of the few things administration mode deliberately withholds.

  • It bounds delivery, not access. Anyone who can open the Reports page in your workspace can already read what a report contains; this page is only about which inboxes it may be emailed to.

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