To Schedule Automated Running and Emailing of Custom Financial Reports: 
  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. Save the Report
  6. Once saved, Click the report name
  7. Check Set recurrence to send this report as an email regularly checkbox
  8. Set a Date Range:
  • Month to Date
  • Most recent full month
  • Most recent full three month   
      9.Set Recurrence to send this report as an email regularly.
  • Weekly
  • Monthly
      10.Select organization users that will receive this report