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Schedule the report auto generation

Configure regular sending of reports and transaction lists to your email and monitor the metrics of interest without accessing the Kladana workspace. For example, this is convenient for viewing the Statement of Аccounts Report, Cash Flow Report, Receivings, Shipments, Sales Invoices, Payments, Sales Orders and Purchase Orders.

Let’s consider the Statement of Accounts Report as an example.

  1. In the Kladana workspace, select Financials → Statement of Accounts.
  2. Click Print → Templates and Reports settings. Templates and Reports settings.png
  3. Click Schedule in the row of the report/transaction you wish to receive. template settings_schedule.png
  4. Check the Generate report automatically checkbox.
  5. Specify the time for report generation and the email address where it should be sent.
    template settings_Generate report automatically.png

You can schedule auto generation of reports for both basic and custom print templates.