📬 Scheduled Report Deliveries in Allocation

What's new

You can now schedule recurring report deliveries straight from your Allocation Plan and Allocation Strategies pages, and export Allocation Strategies as a PDF on demand — so the right people get the right view of your allocations without anyone pulling reports by hand.

What you can do

Schedule allocation reports
– Open the three-dot menu on the Allocation Plan or Allocation Strategies page and choose
Scheduled Report Deliveries
to set up recurring email delivery of the view you're looking at.
Export strategies as a PDF
– Right-click the Allocation Strategies grid, open
Export All
, and pick
PDF Export
to get a print-ready snapshot delivered to your email.

Why it helps

Keep stakeholders in the loop automatically — schedule a delivery once and stop exporting the same report every week.
Share a clean, print-ready snapshot of your allocation strategies without screenshots or spreadsheet cleanup.