Schedule legacy reportsLast updated on 03/22/2022
You can schedule reports to receive them automatically on a daily, weekly, or monthly basis. Share them with others on your team, too, by setting up specific guidelines. Once a report is scheduled, an email is sent to the recipients based on the schedule you selected.
Things to know
You can also filter reports by content based on the recipient when scheduling reports, allowing specific roles to see specific information. Account configuration is required. Please contact Technical Support for details.
You can also schedule custom reports.
Schedule a report
Go to the navigation bar and click Reports.
In Reports, click Legacy Reports in the side panel. A list of reports opens.
Find the report you want to schedule and click Schedule on the right of the report name.
Enter details for the report, such as name, date range, business unit you want to report on, and periodicity (which is how often you want the report to run). You can also update the subject line, so your recipients know what the email is about before opening it.
When you’re done, click Save.
Fields and what they mean
Name of the report; this is how it will read in all emails sent for the report scheduled
Enter a subject to classify the report. This is the subject line of the email recipients see when they receive the report.
You can select to schedule reports for individual business units or all business units.
Filter based on invoice status: Posted, Exported, or All
You can select a date range for the scheduled report to see only data for those days.
Attach report as
Select the check boxes to send the report as a PDF or XLSX document.
Next send date
Schedule the next send date for the report.
You can schedule the report to be sent out on a daily, weekly, or monthly basis.
Add how often you want the report to be sent to your recipients based on the interval.
For example, if you select Daily for Interval and enter 2 for the Periodicity, the report is delivered every two days at the scheduled send time.
Select your recipients.
You can schedule reports and filter the content by recipient. This enables you to send scheduled reports to recipients AND select the content they see based on their role.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.