Reports & Analytics
Scheduling automated report emails
Set up daily, weekly, or monthly report emails to be sent to you or your accountant automatically.
1 min read
Stop logging in just to check the numbers — have the key reports delivered to your inbox on a schedule.
- Open the report you want to schedule.
- Choose Schedule and pick a frequency — daily, weekly, or monthly.
- Add the recipients, such as yourself and your accountant.
- Save. The report arrives automatically from then on.
Tip — Send your accountant a monthly P&L automatically so your books stay current without any back-and-forth.
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