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How do I share a report with the client?
Sara avatar
Written by Sara
Updated over a month ago

Firct of all, please make sure you added the client to your Bïrch account.

Once this has been done, please click "Edit report" navigate to the "Settings" tab, toggle on “Deliver on schedule” and set up schedule and select your client’s email address in the drop-down menu.

Your client will be receiving this report according to the schedule. Find more on creating reports here.

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