How can a user make a report available to be sent via email on a scheduled basis?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

The correct choice is based on the functionality within the reporting features of the software, which allows users to schedule reports for email delivery after they have been customized and saved. By selecting the option to save the customization on the displayed report, the user is enabling the system to recognize that report as a custom report. This stored configuration can typically be set for automatic email distribution on a preset schedule, a feature that depends on the report being saved properly in the system.

This automated process is much more efficient than manually printing and emailing reports, which can be time-consuming and subject to human error. Creating a new report each time would not allow for any scheduled delivery, as there would be no consistent format or settings saved. Sharing the report link with all users does not provide the same structured approach and lacks the ability to automate the sending of the report at designated times. Therefore, saving the customization is key to utilizing reporting features effectively for scheduled email distributions.

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