Receive 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.