You run the same payment report every month for your bookkeeper. Instead of re-configuring it each time, save it once and have it emailed automatically.
Reports You Can Save
- Bookings
- Leads
- Payment History
- Tips
- Outstanding Balance
- Most Frequently Booked
- Utilization
- Expenses
- Clients
- Places
- Time Off
- Packages & Add-ons
How to Save and Schedule Reports
Configure your report filters as needed.
Click the down arrow on the View Report button and select Report Settings.
Give the report a name and description so you can find it later.
To schedule automatic emails, choose your frequency: daily, weekly, or monthly.
Enter the email address(es) to receive the report (separate multiple emails with commas).
Select which brand to send from — this determines the logo and sender email address.
Save your settings.
Most businesses schedule payment or bookings reports to be sent to their bookkeeper weekly or monthly. This keeps your accounting up to date without manual work.