Create a scheduled cadence to automatically send the dynamic PDF report to any recipient inbox on a regular basis.
PDF Reports and Report Builder Reports can be configured to send automatically on a regular cadence.
💡Things to Consider
Recipients do not need to be TermSheet users to be added to the recipient list.
When adding multiple recipients, use commas to separate emails.
Use a comma to save the email to the recipient list. (It should look like below if it has been correctly saved.)
⚙️Steps
In PDF Reports
1. Scroll to the bottom of the PDF Report page and find the "Other" panel.
2. Select the checkbox next to "Automatically Send Report on Schedule". 
3. Fill in the Recipients field. Enter a comma after each email address to save.
4. Set a Scheduled Period using the dropdown.
5. Set a Scheduled Time.
All Schedule Send times are in CT. This cannot be configured.
6. Select Scheduled Days by clicking on the day of the week to enable/disable.
7. Select an option for the Show Totals As dropdown.
In Report Builder Reports
1. Select the Configuration tab in any report. 
3. Fill in the Recipients field. Enter a comma after each email address to save.
4. Set a Scheduled Period using the dropdown.
5. Set a Scheduled Time.
All Schedule Send times are in CT. This cannot be configured.
6. Select Scheduled Days by clicking on the day of the week to enable/disable.
7. Select an option for the Show Totals As dropdown.
