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how to export/email Bank reconciliation summary in dashboard

edited Jun 2, 2025 2:42PM in Ask A Guru 2 comments

the bank reconcialtion summary under peronalize dashboard is really great! we want to export it into excel and email it on weekly basis. how can we do it.


or is there a way we can replicate the same report in saved report or saved search so that we can schedule / email the report in excel format?

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