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Scheduled reports

Schedule a report to be emailed automatically on a regular cadence — daily, weekly, monthly, or quarterly. Use it when:

  • you want a weekly Profit and Loss in your inbox every Monday,
  • you want a monthly A/R Aging Summary auto-sent to the collections lead,
  • your accountant needs a quarterly VAT report without anyone manually exporting it.

The scheduled report is exactly the same document you'd get by exporting the report yourself — same numbers, same filters, just delivered on a timetable. You'll find your schedules in the Reports area under the Automation group, as Scheduled Reports.

Plan availability: this feature depends on your subscription. If you don't see it, your plan may not include it — see Subscriptions & billing, or ask your workspace owner.

Step by step

Browse scheduled reports

Open Reports from the sidebar rail and choose Scheduled Reports. Each row shows the schedule's name, the report it runs, the cadence, the recipients, the next run date, and whether it's Active or Paused.

Create a schedule

  1. Click Schedule a report.
  2. Give the schedule a Name (e.g. "Weekly P&L to owners").
  3. Pick the Report — any of the reports you can normally run from the Reports page.
  4. Set the report's Filters (date range, customer, account, etc.). Date ranges can be relative (e.g. "previous month", "last 7 days") so the schedule keeps making sense over time.
  5. Set the Cadence:
    • Daily — specify a time of day.
    • Weekly — pick a day of the week + time.
    • Monthly — pick a day of the month + time.
    • Quarterly — pick the first month of the quarter + day + time.
  6. Pick the Output format(s) — PDF and/or Excel.
  7. Add Recipients — one or more email addresses. Recipients do not need to be SolaBooks users; you can email reports to an external accountant.
  8. (Optional) Add a Subject line and Note that will appear in the email body.
  9. Save.

The schedule starts running on its next cadence boundary; the Next run column shows you when.

Edit / Pause / Delete

  • Edit: change name, filters, cadence, recipients.
  • Pause / Resume: paused schedules don't send — useful around month-end when you want to suppress noise.
  • Delete: removes the schedule. Reports already sent in the past are not affected — they're emails, not documents in the system.

Manually run one now

From the schedule's row, Run now triggers an immediate send to the configured recipients — without waiting for the next cadence boundary. The next-run timer is not reset.

Behaviour and rules

  • The schedule runs as its creator. It sends what that user is allowed to see. If the creator later loses access to the report, the schedule stops sending until it's recreated by someone with access.
  • Filter dates are relative. When you pick "previous month" on a monthly schedule, the report always shows the month before the run date — not whatever month was current when you created the schedule.
  • Delivery failures. If the email bounces, the failure shows on the schedule's row; the schedule keeps trying on its next cadence boundary.
  • No effect on the books. Scheduling and running a report is read-only — it never changes your accounts.

Related

  • Reports — the source of every schedulable report; run it interactively first to be sure the filters are right.
  • Documents library — where generated files can be stored.
  • Dashboard — notifications surface schedule failures.
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