Scheduling a Report

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Akaunting handles the auto-generation of reports with scheduling. This saves you productive time.

You need to Install or Purchase the Schedule Reports feature.

Scheduling a report:

  • Go to Reports on the Navigation Menu.
  • Click Schedule at the top right of the reports page.
  • Click New Schedule.
  • Select a Report Type and Frequency.
  • Define a former for the report, e.g., XLS or PDF.
  • Choose a date for the first report.
  • Enter the email address(es) of the recipient(s).
  • Select Enable.
  • Then, Save.

Reports are automatically generated and sent to recipients on your defined date.

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Scheduling a Report

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