## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# 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 the **Reports** module and select a report you wish to be generated based on a schedule.
*   Click the **Schedule Report** icon at the top.

![Schedule Report icon](/books/kb/images/reports/schedule-report.png)

*   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 pop-up](/books/kb/images/reports/schedule-report1.png)

*   Click **Save** to update your preferences.

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