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Documentation Index

Fetch the complete documentation index at: https://docs.simplifi.work/llms.txt

Use this file to discover all available pages before exploring further.

To schedule an automated report:
  1. Press Scheduled Reports under the Reports tab on the tool bar
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  1. Fill out the scheduled reports form. You need to at least enter a name but also should update the schedule for when you’d like the report to run.
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  1. Select what reports are included using Add Report