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KPI: Email Alerts

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  • Users that have access to KPI will be automatically enrolled in the email alerts that provide monthly portfolio snapshots leading to actionable insights.
  • If there is missing data for the month, an email report will be sent that includes the data discrepancies so the user knows to update their data accordingly.
  • Users have the ability to opt out of the email alerts if wanted by simply emailing their reporting email address.
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