Scheduled Reports
Automate report delivery
Scheduled Reports
Setting Up
- Create/open report
- Click "Schedule"
- Choose frequency
- Add recipients
- Set delivery time
Frequency Options
- Daily
- Weekly (choose day)
- Monthly (choose date)
- Quarterly
Recipients
Add team members or external emails:
- Management
- CA/Accountant
- Board members
Managing Schedules
View all scheduled reports:
- Pause/resume
- Edit schedule
- View delivery history