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Add recipient organizations to a report

Add the organizations responsible for submitting a report, either all at once, selected manually, or by inviting a brand new organization to participate.

Before you start:

  • Ensure your UpMetrics login is assigned an Org Admin or Editor role. Learn more about roles and permissions.

  • Know which organizations are already associated with the report's related Program, or the name and primary contact email of a new organization you want to invite

Good to know:

  • Only organizations in the report's related program can be added to the report.

  • If you manually create a new organization as part of the Reporting workflow, it automatically gets assigned to the program associated with that report.
  • Adding an organization to a report doesn't send any emails. Each organization's contacts receive an email only once the submission window opens.
  • By default, every form in the report goes to every added organization. To send a form to only some organizations, see Add and target forms in a report.

Add all organizations in the program

  1. In the left navigation pane, click Reporting > Report Builder. The Reports screen displays.
  2. If you're not already in the report you want to work with, click Continue Editing next to the reporting period you want to edit.
  3. Click the Add organizations tab. If organizations have been previously added to the report, you'll see them listed.
  4. To add organizations to the report, click Edit, then click the Add organization button.
  5. To add every organization associated with the program, click Add all <#> orgs from <Program name>. The added organizations display.
  6. Click Save changes at the top of the screen.

Select organizations manually

  1. On the Add organizations tab, click Add organizations manually. The Add Organization window opens.
  2. Search for or scroll to the organizations you want, and select the checkbox next to each one.
  3. Click Add organization. The window closes and the added organizations display.
  4. Click Save changes at the top of the screen.

Invite a new organization

  1. On the Add organizations tab, click Add organizations manually, then click the Invite new organization tab.
  2. Enter the organization's name in the Organization name field.
  3. Enter the organization's primary contact email in the Primary email field.
  4. Click Add organization. The window closes and the added organization displays.
  5. Click Save changes at the top of the screen.

If the organization already exists on UpMetrics

If the primary contact already has an UpMetrics account, the existing organization is added instead of creating a new one. If the contact belongs to an organization with a different name, you'll see that organization's name and need to type it in to confirm. This prevents adding the wrong organization by mistake.