Schedule automatic reports by email

With Automatic Reports, you can email reports without downloading them manually every time. You can also monitor status and retry delivery.

Steps

1. Go to Reports → Automatic Reports.
2. In Create schedule, enter a Name.
3. Choose Report, such as Monthly business report, Sales by time period, Payment method summary, Product sales report, or VAT report.
4. Choose Format: PDF or CSV.
5. Choose Schedule: Monthly - previous month, Weekly - previous week, or Daily - yesterday.
6. Enter one or more addresses under Recipients. Separate multiple addresses with commas.
7. Click Save automatic report.
8. Use Send test from form or Test on a saved schedule to send a sample.
9. At the bottom, read Run log, check statuses such as Sent or Failed, and click Retry when needed.

Tip: Use at most ten recipient addresses and send a test before relying on a new schedule.