How do I get a regular summary by email?

What it is for

A summary goes out by itself to your accountant, your management or yourself, with nothing to prepare.

Before you start

Required role

Manager

Prerequisites

• Manager role.

Step by step

1. In Connections, Automations & Reporting card, tap New automation. Choose the Report type, the Frequency (Weekly (every Monday at 8 AM), Monthly (1st of the month at 8 AM) or Manual only) and the Recipients (10 max), then Create.

   

Good to know

Send now sends the report straight away, without waiting for the next due date.

Frequently asked questions

Related articles

• How do I send events to other software (webhooks)?
• How do I set up report quality control?

Screenshots taken on a phone, in French.