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Email a report or schedule it

Send any report by email now, or have it emailed to you or your team every day, week or month as a PDF, Excel or CSV file.

Accounting Reports 6 steps 2:06 video Accounting - Manager
Where to find it AccountingReportsany reportShare

Before you start

Email must be set up under Settings, otherwise the report cannot be sent. See Set up email.

Steps

  1. Open the report you want to send, for example Profit and Loss. Pick a ready-made Period such as Last month. A scheduled report moves forward with the calendar only when it uses a ready-made period. Dates you typed stay fixed.
  2. Click Share, then Email now. Type the address in To (separate several with commas), edit the Subject, add a Message and choose the File: PDF, Excel or CSV.
  3. Click Send. The report goes out with the filters and columns you see on the screen.
  4. To send it on a timetable, click Share, then Schedule email. Give the schedule a Name and type the address in To.
  5. Choose Every day, week or month, the day (On for a week, Day of month for a month), the time (At) and the File. The schedule uses the filters on the screen at that moment.
  6. Click Schedule. To see your schedules, click Share and choose My scheduled reports: the list shows each schedule, when it runs, who gets it, when it runs next and when it last ran.

Note

Email sending is switched off on the test system used for the video, so the recording stops before Send and Schedule. On your own system, the report is emailed from the address set up in Settings.

Tip

Mail a report you use every month by first saving it with Save a report view and choose its columns. Share also works on Sales, Purchase, Inventory and CRM reports.

What happens next

Check the schedule list after the first run: the last column shows when it last ran.

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