Scheduled reports email a SolaCount report as a PDF to a list of people on a fixed schedule (daily, weekly or monthly). Use them to send your accountant a monthly Profit & Loss, or to send your management a weekly bank summary, without anyone logging in.
Where to find it
Reports → Automation → Scheduled Reports (/reports/scheduled). It is also listed in the report center under Automation.
Scheduled reports need the Scheduled reports plan feature and the View reports permission.
The Scheduled Reports list
The page heading is Scheduled Reports ("Automated report delivery by email"). It shows Schedules used: with your count and plan limit (or Unlimited), and the New Schedule button at the top-right. When you have reached your limit, the button is replaced by Limit Reached.
| Column | What it shows |
|---|---|
| Name | The schedule name you chose. |
| Report | The report that will be sent. |
| Frequency | Daily, Weekly (with the day) or Monthly (with the day of the month). |
| Period | The date range each email covers (for example Previous Month). |
| Recipients | The email addresses that receive it. |
| Next Run | When the next email is due, in the schedule's time zone. |
| Sent | How many times it has been sent. |
| Status | Active or Paused. |
Each row has a ⋯ menu with Pause (or Activate), Edit and Delete.
If you have no schedules yet, the page shows No Scheduled Reports and a Create Your First Schedule button.
Create a scheduled report
- Go to Reports → Automation → Scheduled Reports and click New Schedule.
- Fill in the form (New Schedule — "Configure automatic report delivery via email"):
| Field | Required | What it means |
|---|---|---|
| Name | Yes | Your name for the schedule (up to 150 characters). Used in the email subject. |
| Report Type | Yes | The report to send. See the list below. |
| Report Filters | Depends | Appear after you choose a report: Accounting Method (Accrual Basis / Cash Basis) for Profit & Loss; Bank Account for Bank Detail; VAT Scope (all transactions, sales only, purchases only) for VAT Detail by Rate; Include inactive accounts for Balance Sheet and Trial Balance reports. |
| Frequency | Yes | Daily, Weekly or Monthly (default Monthly). |
| Day of Week | For weekly | Sunday to Saturday (default Monday). |
| Day of Month | For monthly | 1 to 28. Days 29–31 are not offered so the schedule runs every month. |
| Time | Yes | Time of day to send (default 08:00). |
| Timezone | No | The time zone for the time and the period (default Asia/Riyadh; choose Asia/Dubai for the UAE). |
| Period Type | Yes | What dates the report covers: Previous Month (default), Previous Week, Previous Day, Month to Date, Quarter to Date, Year to Date or Custom Range. |
| From Date / To Date | For Custom Range | Fixed dates. The end date must be on or after the start date. |
| Recipients | Yes, at least one | Email addresses. Click Add Recipient for more. |
- Click Create.
SolaCount shows "Scheduled report created successfully." and calculates the Next Run.
Reports you can schedule
Profit & Loss, Balance Sheet, Trial Balance, Trial Balance (Comparative), Cash Flow Statement, Tax Report, Sales Summary, Sales by Customer, Sales by Item, VAT Detail by Rate, Purchases by Supplier, Purchases by Item, Purchases by Category, Expenses by Category, COGS Summary, COGS Detail, Bank Summary, Bank Detail, Cash Summary and Cash Detail.
Balance-type reports (Balance Sheet, Trial Balance, Bank Summary, Cash Summary) are produced as of the end of the chosen period.
What recipients receive
At the scheduled time, each recipient receives an email whose subject is the schedule name and the report name. The email shows the Report:, Period: and Frequency:, with the report attached as a PDF. The PDF is the same as the PDF export of that report for those dates and filters.
Schedules are checked every five minutes, so an email can arrive up to a few minutes after the set time.
Pause, edit or delete
- Pause: ⋯ → Pause. The status changes to Paused and no emails are sent ("Scheduled report paused."). Click Activate to resume. The next run is recalculated from now; missed runs are not sent.
- Edit: ⋯ → Edit, change fields, click Update. The next run is recalculated ("Scheduled report updated.").
- Delete: ⋯ → Delete. A confirmation dialog asks "Are you sure you want to delete this scheduled report?". Confirm to remove it ("Scheduled report deleted."). Emails already sent are not affected.
Worked example
Al Noor Trading LLC wants its external accountant to receive last month's Profit & Loss on the 2nd of each month.
| Field | Value |
|---|---|
| Name | Monthly P&L for accountant |
| Report Type | Profit & Loss |
| Accounting Method | Accrual Basis |
| Frequency | Monthly, Day of Month 2 |
| Time | 07:30 |
| Timezone | Asia/Dubai |
| Period Type | Previous Month |
| Recipients | accounts@alnoor-trading.ae, audit@partner-cpa.ae |
On 2 March 2026 at 07:30 Dubai time, both addresses receive "Monthly P&L for accountant — Profit & Loss" with the P&L for 1–28 February 2026 attached.
Rules, limits and permissions
- Plan feature: Scheduled reports. If your plan does not include it, the item shows a crown badge and existing schedules are not sent.
- Plan limit: your plan sets the maximum number of schedules. When you reach it, creating another shows "You have reached the maximum number of scheduled reports for your plan. Please upgrade to add more."
- Permission: View reports.
- Scope: schedules belong to the organization they were created in. Recipients do not need a SolaCount account. Anyone on the list receives the full report, so add only people allowed to see it.
- Format: PDF only.
Tips and common problems
- Nothing arrived. Check that the schedule is Active, the Next Run has passed, and the recipient's spam folder. Reports → Accountant → System Mails shows emails SolaCount sent.
- The period looks one day off. The period is calculated in the schedule's Timezone. Set it to your local zone.
- Want a monthly report on the last day of the month? Use day 1 with Previous Month instead.