Send a report on a schedule

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Get the reports you read every week or month by email.

Updated 12 October 2026 · 1 min read

Steps

  1. Open the report you want, with the filters you need.
  2. Choose Schedule and pick the day and time.
  3. Add the people who should receive it, such as your accountant.
  4. Save. The report arrives as a PDF and a spreadsheet.
Scheduled reports read from the books, so they always match what you see on screen.
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