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You can subscribe to a saved find/query definition which automatically queues an Email that sends the find results attached as a .csv file. If there is a custom report associated with the find, the results will be sent using the report format. There can be multiple subscriptions so that specific recipients can have different schedules.

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CXTU Courses/Lessons

  • CSR Role Training: Reporting

  • Administrator Role Training: Reporting

  • On-Boarding Training: Customer Notifications Reports & Dashboards