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- Ensure your report is Active (not in Draft mode)
- Click on the Broadcast button in the main navigation menu
- In the Broadcast menu, click the Create. New button
- Select the FTP Schedule option
- The FTP Broadcast dialog box will appear, providing you with the following options:
File Name &
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Type
- Provide a file name (no file extension required, just the name, eg. Spending).
- Select your preferred format — HTML, DOCX, PDF or XLSX.
- Check the boxes to append the date and/or time to your file name. This will prevent repeat broadcasts with the same filename being overwritten.
- If you've chosen PDF as your preferred format, you have the option of checking the Secure PDF box which lets you add password security to the PDF file.
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