To Schedule Automated Running and Emailing of Custom Financial Reports:
- Go to Finance tab
- Select Reports tab
- Click New custom financial report
- Select desired columns, transaction types, and date range
- Save the Report
- Once saved, Click the report name
- Check Set recurrence to send this report as an email regularly checkbox
- Set a Date Range:
- Month to Date
- Most recent full month
- Most recent full three month
- Weekly
- Monthly
11.Save