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 Reports and select a report which you wish to be generated based on a schedule.
Click on the Schedule Report option at the top next to the Print icon.
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.