Reporting Schedules + Change log

Ron Danenberg20 Jan 20230 mins

Reporting Schedules

The Reporting Schedules are live! It means that you can schedule any report to receive it every day/week/month on day and time you specify. You can also easily schedule reporting sending for your teammates. This is a major piece of the Reporting tool.

Change Logs

Change Logs when adding/removing a user from a strategy: we now create an automated timeline Note so you can keep track of your actions. It will provide better visibility and traceability.