To take your analysis offline or share it with someone not in Financial Edge NXT, you can download and save the metrics in Analysis, Dashboards, as a portable document file (PDF). You can also automatically receive a PDF as an email of the metrics at daily, weekly, or monthly intervals, such as to track and compare financial effectiveness over time.
Tip: A PDF is simply a snapshot of a single moment in time. For the current and most accurate analysis, refer to the metrics directly in Analysis, Dashboards, on your desktop or mobile device.
For a quick snapshot of metrics in Analysis, Dashboards, select Download PDF on their tab to create a PDF, which you can then save or print for later reference.
To automatically receive a PDF of the metrics — at the email address used with your Blackbaud account — on a daily, weekly, or monthly basis:
Select Schedule emailing of this dashboard.
Choose when to receive the PDF.
In the Repeats field, choose whether to receive the email on a daily, weekly, or monthly basis.
If weekly, choose the frequency — such as Every week or Every three weeks — and day of the week to receive the email.
If monthly, choose the day of the month — such as the 15th — or week — such as every third Monday — to receive the email.
Choose the time of day to receive the email.
To enter a subject line and message for the email, such as for a reminder of its content, select Define custom subject and message.
Tip: To no longer receive the PDF, select Unsubscribe in the email.