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Automate report requests based on schedule

This feature allows users to schedule recurring reports in Accountability, ensuring timely and consistent delivery of critical business data without manual intervention.  What It Does? - Automatically generates and emails reports on a daily, weekly, or monthly basis.  - Helps teams stay informed with up-to-date metrics like receivables aging, job costs, and missing timesheets.

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

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