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1️⃣ Navigate to the Report Scheduler
📍 Go to: Reports tab &gt; Report Scheduler

2️⃣ Locate the Scheduled Report
🔹 Find the desired report...

How to Pause or Disable a Scheduled Report

1️⃣ Navigate to the Report Scheduler
📍 Go to: Reports tab &gt; Report Scheduler

2️⃣ Locate the Scheduled Report
🔹 Find the report under "...

How to Change the Export Type, Frequency, or Timeframe of a Scheduled Report

How to Delete a Scheduled Report

Scheduling a report in Brightflag allows you to automatically send report data by email or SFTP at a set frequency (for example daily, wee...

How to Schedule a Report

1️⃣ Navigate to the Report Scheduler
📍 Go to: Reports tab &gt; Report Scheduler

2️⃣ Specify the SFTP Server Details
🔹 Enter the SFTP Serv...

How to Send a Report to an SFTP Server

How to View/Update Recipients & SFTP Integration for a Scheduled Report

Automating Reports (Scheduled Reports)

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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