Sent overview as notification/PDF
To sent the desired overview as notification you need to navigate to "send overview as email" in the relevant overview (see image below), you can send the overview as a message or PDF to yourself and/or your colleagues and/or external parties.
After clicking on "send overview as email," you will get several choices, see the image below. Some choices are further elaborated upon below.
Recipient(s) email/SMS
Colleagues or third parties can be added here to whom the notification should be sent.
Send notification (only for email)
Here you can choose "schematic," which means that the notification will be sent at a specific time (e.g., every Monday morning at 7 am).
Or "one-time," which means that the notification will be sent once after clicking the "send" button."