How to Create a Scheduled Report

The Scheduled Reports page allows you to schedule reports to be sent to you and/or other staff members automatically. The reports you can schedule are found on the Financial reports page and also the Compliance Tools page.

To begin, click the Add Scheduled Report at the bottom of the screen. In the window that appears, you’ll see a Report drop down that shows the types of reports you can schedule.

When setting the report criteria, you have options for Frequency, the Time Zone the report needs to be generated and sent, the Starting date, and the Recipients of the report.

Once you select the type of report you want to schedule, you’ll see a Report Options section appear.

If you have multiple Filers in your database, you can choose which filer the report’s data will come from. There are also From and To Date fields that help you determine the time parameters of the report.

For some reports, such as the Transactions report, you’ll see further options. These can include Budget Categories, Transaction Types, and the Columns you want included on the export.

Once you’ve set the criteria, click the Add Scheduled Report button. You’ll be redirected back to the main Manage Scheduled Reports page where all the scheduled reports and their details are listed.