Monthly account activity automatically emailed to me as a CSV file?

22StreetLane
Contributor
Contributor

Hi,

 

Is it possible to setup a monthly email that has my account summary as a CSV file (either attached or as a download link), but having it go to a non-primary email address? We need this information to go to our finance team every month for them to import it into our CRM system.

 

Thanks 

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