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How do I schedule a report to be generated on a regular basis in Zoho ERP?
Zoho ERP allows you to schedule a report to be generated on a Weekly, Monthly, Quarterly, or Yearly basis. The generated report will then be sent via email.
To schedule a report:
- Go to Reports on the left sidebar.
- Choose the report you want to schedule.
- Click the Schedule Report icon in the top right corner.
- In the Schedule Report pop-up, fill in the required details.
- Click Save.
The report will be scheduled.