Schedule the supported report type for the people who should receive it.
1. Open Scheduled Reports
Go to Reports → Scheduled Reports and choose New Schedule.
2. Choose the report and timing
Select an offered report type such as Invoice, Expense, Income, or Age Debt. Review its period, frequency, start, and next delivery. Payables Aging has its own scheduling action.
3. Review recipients
Enter only the intended recipients and check the report’s business, currency, and filters. Saving a schedule can enable future email delivery.
4. Save and verify
Save the intended schedule, then check its recipients and next delivery in the list. A saved schedule is not confirmation that a message was delivered.