- 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.
The PSA feature lets you share company-specific data using your company's PSA. To share a filtered dashboard:
- Follow the steps for How to set up a scheduled report.
- In Step 6, select the option Send filtered dashboard for the associated company of each recipient.
- Complete the steps as described and save.
The PSA feature will only work if the following prerequisites are satisfied: