Set any report to run and deliver automatically (daily, weekly, or monthly) straight to recipients'
inboxes in PDF, Excel, or CSV format. For example, a monthly "High Priority Clients by Nationality"
report delivered as a PDF to a single recipient, or a daily "Company Clients by Type and
Priority" export in Excel format sent to two recipients each morning. Emails can be customised
with your organisation's branding and personalised for each recipient. Recipients outside
your organisation are required to confirm they're expecting the report before delivery begins,
keeping distribution controlled and auditable.
Scheduled Reports - Automated Delivery with Your Branding
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