Saved & Scheduled Reports
Save report configurations for reuse and schedule reports to be delivered automatically.
Overview
If you run the same report regularly, you can save its configuration (report type, date range, and filters) to re-run it in one click — or schedule it to be generated and emailed automatically on a recurring basis.
Save a Report Configuration
- 1
Run a report with the filters you want.
- 2
Click Save (or "Save report").
- 3
Give it a name and choose whether it is private to you or shared with the workspace.
- 4
Re-run it any time from your saved reports list.
Schedule a Report
- 1
Open the Reports area and choose to create a scheduled report.
- 2
Pick the report, export format (CSV, Excel, or PDF), and the filters.
- 3
Set the frequency (e.g. daily, weekly, monthly) and delivery time.
- 4
Add the email recipients who should receive it.
- 5
Save. The report is generated on schedule and delivered to the recipients automatically.
Tip
Scheduled reports are great for sending a weekly receivables summary to your finance team or a monthly P&L to your accountant without remembering to do it manually.
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