Managing a business requires that key team members have immediate, reliable access to relevant business data. Stop wasting time manually compiling and emailing reports. You can automate this crucial communication to improve team efficiency and decision-making.

This video focuses on streamlining your reporting workflow by showing you how to automatically share or schedule a custom report with your team.

By the end of this video, you will master how to:

• Boost Team Alignment: Instantly share critical performance metrics and operational data with team members, ensuring everyone works from the same current numbers.

• Set It and Forget It: Automate the distribution of your weekly or monthly reports, eliminating manual effort and ensuring timely delivery.

• Maintain Security: Securely send comprehensive business analytics only to designated team members directly within the platform.

Watch now to automate your reporting workflow and guarantee your team always has the reliable data needed for quick, informed strategic decisions.