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Save & Schedule Reports

 

 

1. Save the report: once you run a report with applicable filters, click "options" in the upper right corner and select "save" and name this report. 

2. Schedule report & recipients:

Bridge > Reports > “Saved Reports" > :

   a. Schedule: Select frequency and delivery time desired

   b. Input subject, message, recipient fields

(Note, a report must be saved before it can be scheduled.)

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