Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Email filtered report rows as CSVs with a row count.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
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.