You can schedule a report to run automatically based on a frequency such as daily, weekly, monthly or quarterly.
These reports can then be downloaded or emailed to any recipients.
From the Reports page, you can schedule any of the four summary reports as well as the reconciliation report.
To Schedule a Report
- From the left menu, click Reports.
- On the Reports page, click one of the reports that can be scheduled:
- Sales Summary
- Cash Summary
- Revenue Summary
- MRR Summary
Note: Reports can be run at anytime using the export function.