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Report Automation

Admins can reduce the time-consuming tasks of creating and submitting reports manually for their employees by enabling the report automation option. This feature lets users schedule automatic report generation and submission on a weekly or monthly basis.

Note: This feature is available for the Trial, Premium and Enterprise plans of Zoho Expense.

Enabling Report Automation

Admins can configure report automation preferences for their organization by performing the following steps:

Enable Report Automation

Report Generation & Scheduling Preferences

Admins can set Report Generation & Scheduling Preferences. To set:

The reports will be generated at 8 AM on every scheduled day.

Set Report Generation Preferences

Report Submission Preferences

Admins can set up either an automatic or manual submission of reports by the users.

Set Report Submission Preferences

Additional Preferences

Admins can opt to generate reports even if the user has no expense within the report generation period. 

To skip automatic report generation and submission for specific roles, admins can perform the following:

Set Additional Preferences
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