reports

How do I schedule a report to be generated on a regular basis in Zoho Books?

Zoho Books 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.

Schedule Report

  • Finally, click Save.
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