How do I schedule a report to be generated on a regular basis in Zoho Subscriptions?
Zoho Subscriptions allows you to schedule a report to be generated on a Weekly, Monthly, Quarterly or Yearly basis as per your preference. The generated report will then be sent to an email address of your choice.
To schedule a report:
- Go to Reports and select a report which you wish to be generated based on a schedule.
- Click on the Schedule Report option at the top next to the Print icon.
- In the pop-up that follows, select the criteria based on which you wish to schedule the report. This includes Schedule, Start Date & Time and Email Recipients.
- Also, mention the format(PDF, CSV or XLS) in which the report should be generated.
- Finally, click Save.
Note: You can only schedule your sales, ageing (summary and details) and under risk reports.