A report nobody remembers to open is a report nobody reads. A schedule runs it and sends it without anyone doing anything.
Steps
- Open the report and choose Schedule.
- Give the schedule a name — this is what appears in the list.
- Choose how often: daily, weekly, monthly, quarterly, every six months or yearly.
- Choose the day and the hour it should go.
- Choose whether to send PDF, CSV or both.
- Add recipients — pick staff, or type any e-mail address. Your accountant does not need a login.
- Save. The list shows when it next runs and what happened last time.
The period is worked out when it fires, not when you set it up. A monthly report always covers the month that just ended, so the one that arrives on 1 October is about September.
Checking it works
Use Send now on the schedule. It runs immediately and tells you how many recipients it reached. If mail is still in sandbox the report is produced and logged rather than delivered — see your SMTP settings.
Something missing or wrong here? Tell us — a question that needed asking usually means a page that needed writing.