How to automate the sending of reports in Probance One by email ?

Go to your P-ONE space, in the Reporting section, then open the Scheduling page. Click on Edit, then on Add to create a new scheduled email. Fill in the necessary information: subject, recipients, frequency, reports to include, etc. Before finalizing, you can use the Send a test function to preview the email. Once everything is ready, click OK, then Save. Your reports will then be sent automatically according to the defined schedule.

Watch the video to learn more: