Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Choose the reports and reporting interval relevant to the recipient.
Complete the task thoughtfully
Confirm that the recipient is authorized to see the included information.
Verify the result
Review a sample report and remove recipients when their responsibilities change.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.