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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.