Use these steps to set up a custom financial report to run automatically and send by email.
  1. Go to Finance tab
  2. Select Reports tab
  3. Click New custom financial report
  4. Select desired columns, transaction types, and date range
  5. Click Save Report
  6. Once saved, click the report name
  7. Check Set recurrence to send this report as an email regularly checkbox
    • Note: This option is enabled only when the Date Range is set to Month to Date, Most recent full month, or Most recent full three month, and not when using Custom date range
  8. Select a report sending pattern: Weekly or Monthly
  9. Select organization users that will receive this report
  10. Click Save