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• • • Edit - Clickthis option to modify the information of the scheduled report. When you're done, click Save.
    • Send Now - Click this option to send the scheduled report email to the recipients.
    • Send To Me - Click this option to send the scheduled report to your email. You can use this option to preview the report before it is sent to clients or teams. 
    • Delete - Click this option to delete the scheduled report. Confirm the deletion when prompted.
      

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PSAprerequisites PSAprerequisites

How to share a filtered dashboard with company-specific data 

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The PSA feature lets you share company-specific data using your company's PSA. To share a filtered dashboard:

1. Follow the steps for How to set up a scheduled report. 
2. In Step 6, select the option Send filtered dashboard for the associated company of each recipient. 
3. Complete the steps as described and save. 

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The PSA feature will only work if the following prerequisites are satisfied: 

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