{"id":1033,"date":"2023-04-11T16:56:48","date_gmt":"2023-04-11T13:56:48","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/reports\/scheduling-a-report\/"},"modified":"2023-04-24T10:58:03","modified_gmt":"2023-04-24T07:58:03","slug":"scheduling-a-report","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/reports\/scheduling-a-report\/","title":{"rendered":"Scheduling a Report"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Akaunting handles the auto-generation of reports with scheduling. This saves you productive time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need to <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-light-green-cyan-color\"><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Install<\/a><\/mark> or <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-light-green-cyan-color\"><a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">Purchase<\/a><\/mark> the <a href=\"https:\/\/akaunting.com\/apps\/schedule-reports\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule Reports<\/a> feature.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11170525\/schedule.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Scheduling a report:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Reports<\/strong> on the Navigation Menu.<\/li>\n\n\n\n<li>Click <strong>Schedule<\/strong> at the top right of the reports page.<\/li>\n\n\n\n<li>Click <strong>New Schedule.<\/strong><\/li>\n\n\n\n<li>Select a <strong>Report Type <\/strong>and <strong>Frequency.<\/strong><\/li>\n\n\n\n<li>Define a former for the report, e.g., XLS or PDF.<\/li>\n\n\n\n<li>Choose a date for the first report.<\/li>\n\n\n\n<li>Enter the email address(es) of the recipient(s).<\/li>\n\n\n\n<li>Select <strong>Enable.<\/strong><\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Reports are automatically generated and sent to recipients on your defined date.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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: Reports are automatically generated and sent to recipients on your defined date.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":928,"menu_order":17,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1033","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1033","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1033"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1033\/revisions"}],"predecessor-version":[{"id":1540,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1033\/revisions\/1540"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/928"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1033"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1033"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}