How to schedule reports within your account

You have the ability to schedule reports within your Billing Add-on account. These reports can be sent on a weekly, biweekly or monthly basis and on the day of the week that works best for your business needs. The intent of this article is to outline the steps required to schedule different reports within your Billing Add-on account.

Schedule reports within your Billing Add-on account

1. Log in to your account.
2. Tap Reports in the left sidebar menu.
3. Navigate to Export data card on the page.
4. Tap the Report schedules button.
5. Select the options within the Add report schedule card.
6. Tap Schedule report button.