Overview:  Users can now schedule reports from the Dashboard (formerly Embedded BI) to be delivered via email or to an FTP location. 

With this update you can select reports to be delivered on a schedule via email or FTP.

Purpose & Benefit:

• This update provides the opportunity to take marketing data from the marketing automation platform and  enhance other credit union systems. 

How It Works:

• Select and schedule a report from the Dashboard.
• On the frequency selected users will receive reports via email or FTP.
• Each schedule can be updated and changed at anytime.

If you have questions or comments please reach out to [email protected] for additional help.