How to Manage Scheduled Reports
Scheduled reports are automatically generated and emailed to you at regular intervals — so you always have fresh data without manually running reports.
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 automatically arrive on the 1st of each month — great for keeping stakeholders informed without manual effort.