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Payments
Finance automation
Platforms and marketplaces
Money management
Developer tools
Get started
Payments
Finance automation
Get started
Payments
Finance automation
Platforms and marketplaces
Money management
Overview
Billing
Tax
Reporting
    Overview
    Select a report
    Filters and settings
      Scheduled reports
      Custom columns using metadata
    Categories and types
    Connect an accounting tool
    Reports API
    Reports for multiple accounts
    Revenue recognition
    Bank reconciliation
Data
Startup incorporation
HomeFinance automationReportingFilters and settings

Scheduled reports

Set up report subscriptions to get notified when new data is ready.

Copy page

If you frequently download the same report, you can schedule report downloads to occur on a daily, weekly, or monthly basis.

Schedule a report download

  1. Navigate to the Reports page in the Dashboard and select a report.
  2. Click Schedule….
  3. Select the schedule (frequency), columns, and currency for each report.
  4. Download the report after you receive an email notification that it’s ready.

Stop a scheduled report

To stop running a scheduled report, set its schedule to None.

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