All Collections
Configuration Console
Configuration Console - Global Settings
Adding recipients to the monthly management report distribution list
Adding recipients to the monthly management report distribution list

The Management Report is a useful overview of how Surgery Connect is working for you. Supervisors can add recipients to receive this.

Updated over a week ago

How do I receive the Management Report?

The Management Report is a useful overview of how Surgery Connect is working for you. This is sent out monthly to the recipient agreed before Go Live.

As time progresses you may want to add additional recipients, or remove recipients if people leave.

Step by step guide

  1. Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password

  2. Select the Configuration Console

    Supervisors can use the Configuration Console to change the standard configuration of Groups, Extensions, Voicemail, edit Users, Calendars and the Directory and much more

  3. Don't forget - if you are already logged into a Surgery Connect console, you can navigate to any other console quickly by using the Menu, next to your initials

  4. To the left of the Configuration Console you will see the menu

    This gives you access to the configurable aspects of Surgery Connect and other useful information

    Select Global Settings

  5. Scroll down to the Management Report Settings

    Clicking into the recipient box will allow you to add a new recipient
    โ€‹
    Type the designed email address into the box

  6. Click Save

NOTE: If you do not see the Management Report Settings - please contact our Support Team


See our Management Reports guide.

Did this answer your question?