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automated reports

stevenhstevenh Member Posts: 1

I would like to send an automated monthly transaction report on the first of each month showing all items from the prior month. It would go to an external email address. Perhaps as a pdf.

in Sales & Invoicing Technical Support

Comments

  • KristenVKristenV Member Posts: 121 admin

    Hi @stevenh , at this time Wave is not able to automatically send you specific reports on a schedule. If you'd like to view your Account Transactions report on the first of each month to see data from the prior month, you can navigate to Reports in your left navigation bar. There you can select the Account Transactions report and change the Date Range to your desired dates. There is also an option to export the report as a CSV or PDF file yourself.

  • BigBadBobBigBadBob Member Posts: 3

    I would really like to see this as well. I have multiple owners of several companies that need to get reports each month.

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