Weekly Digest
Short answer: Weekly Digest keeps your firm’s scheduled report records.
Weekly Digest keeps your firm’s scheduled report records.
- What’s recorded: Name, Frequency, Recipients (emails), What it includes, Last sent
- Steps: Active → Paused; Paused → Active. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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