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.

• 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.

• Click Save to update your preferences.

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