How to Manage Scheduled Reports
Scheduled reports are generated and emailed to you at regular intervals, so you can receive updated information without running each report yourself.
Creating a Scheduled Report
Navigate to Scheduled Reports and click "New Schedule".
- Report Type: Which report to generate (Revenue, Expenses, P&L, etc.).
- Frequency: How often (daily, weekly, monthly).
- Recipients: Email addresses to send the report to.
- Filters: Narrow the report scope (date range, client, etc.).
Managing Schedules
- Edit: Update frequency, recipients, or filters.
- Pause/Resume: Temporarily stop sending.
- Delete: Remove the schedule.
Delivery
Reports are sent as email attachments (PDF) at the scheduled time. Make sure your email settings are configured correctly.
Tip:
Set up a monthly revenue report to arrive on the first day of each month when others need a regular financial update.