Receive automated reports
Watch our tutorial video on how to set up automated reports:
You can set up automated reports to be sent to your email regularly (every day, week,
month or year). To automate a report, go to the report page and click
Automate. Fill in the fields:
- Report name – The report title.
- Report period – The period included in the report (last day, week or month).
- Attachment type – The file format (XLS, CSV or PDF).
- Send frequency – The report frequency (daily, weekly, monthly or yearly).
- Send emails – The email addresses to send the report to.
- Employee specific emails – Send emails to the users who initiated the transaction.
- Run at – The time to send the report.