Schedule Reports helps you save time and effort by automatically generating reports for your business finances and operations at regular intervals. You can use it to create reports for various aspects of your business, such as Accounting, CRM, Inventory, Employee benefits/deductions, and more.
Choose from various reports, create, and automate them to monitor your business performance. You can generate reports for features such as Expense Summary, Income Summary, Profit & Loss, Tax Summary, Balance Sheet, Employee, Purchase Orders, Trial balance, and more.
Customize the frequency and timing of your reports. For example, you can choose to generate a weekly, monthly, quarterly, or yearly report for CRM activities. The app automatically creates and sends the report to the user according to the set preference without requiring manual input.
Auto-generated reports in either XLS (Microsoft Excel) or PDF (Portable Document Format) formats, or both. You can view or work with any of your preferred formats. XLS is commonly used for storing and manipulating data in Excel, while the PDF format allows the universal sharing of your reports across different platforms and devices.
Distribute your reports to stakeholders (investors, team/board members, or employees) or keep them for record purposes. Once you initiate the report generation process, the Schedule Reports app will create the report and automatically send it to specified email addresses. This streamlines your business's reporting process and saves you time and effort.
