reports

How do I receive a Business Overview / Weekly Summary Report every week?

Zoho Books sends a Weekly Summary Report of the organisation to the admin if the Send Weekly Summary report option is enabled. The report contains a summary of Income and Expense, Cash Flow, Transactions Overview, Top Expenses, Active Projects, Alerts, and New Feature Updates.

To enable the Send Weekly Summary report for your organisation, follow the steps mentioned below,

  • Navigate to Settings > Preferences > General and scroll down.

Reports - Weekly summary

  • Check the Send Weekly Summary report option.

The Report is sent to the admin of the organisation every Sunday.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.