Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Send report owners PDFs after checking their text and tables.
Your report owners get PDFs from the HTML files in your inbox, with text and tables checked before delivery.
Hand analysts a clean CSV and a report of skipped source lines.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Place the dated extract and delivery note in the shared folder.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Save report tables as downloadable CSV files for handoff.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.