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Zac Product Champion
Level 3
posted
‎June 18, 2020 12:23 PM
last updated ‎June 17, 2020 7:23 PM

Sending customise report group to clients automatically

I am trying to set up my own custom report Groups - ie for EOFY email to be sent out to my clients? I can't seem to find where to set it up. Can you help me with the suggestions please?

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Best answer June 18, 2020
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Zac Product Champion
Level 3
‎June 18, 2020 12:33 PM

Sending customise report group to clients automatically

Below article is covering the process:

 

Memorise Reports 

 

To add a memorised report to a group:

 

Note: This feature is not available on QuickBooks Online Simple Start.


1. Go to Reports, then select Custom Reports.
2. Find the desired report, then choose Edit.
3. Select Add this report to a group, then choose an existing report group, or Add new.
4. The report you added uses the schedule and email information set for the group chosen. If the group doesn't have a schedule yet, you can set the schedule and email information for the group.

 

To set a schedule and email information for a memorised report or group:


If you want to send more than one report by email at the same time and to the same people, you can add the reports to a group. Once the reports are in the same group, you can send it by email on a recurring schedule.

 

Note: This feature is not available on QuickBooks Online Simple Start.


1. Go to Reports, then select Custom Reports.
2. Find the report group you wish to schedule, then select Edit in the Action column.
3. Turn on Set email schedule. (Note: If the report is a member of a group, the report will follow the schedule set for the group. If you don't want to send a report that is a part of a group, you will need to remove it from the group.)
4. Set the email recurrence. (Tip: To set a quarterly schedule, choose Monthly and Every 3 months for the interval. For Monthly and Twice a month, you can't choose the 29th, 30th, or 31st day of the month because these days are not in every month. However, you can choose the Last day of the month.)
5. Enter the following email information for sending the report or group of reports:
From: This is the address from your User ID. If it's incorrect you can change it by selecting the Incorrect? link.
To: Enter the recipient's email ([email address removed]). For more than one, separate them with commas. Don't include any spaces. Select Format? for an example.
Cc: (Optional) Enter addresses, if any, to receive copies.
Subject: Initially it has the name of the report. You can change it.
Note: (Optional) The report or group of reports follows the note and is included as an attachment.
6. If you want to send the report or group of reports as an Excel file, select the box next to Attach the report(s) as an Excel file. Otherwise, the report(s) is sent in HTML format.
7. Select Save and close.

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3 Comments 3
Zac Product Champion
Level 3
‎June 18, 2020 12:33 PM

Sending customise report group to clients automatically

Below article is covering the process:

 

Memorise Reports 

 

To add a memorised report to a group:

 

Note: This feature is not available on QuickBooks Online Simple Start.


1. Go to Reports, then select Custom Reports.
2. Find the desired report, then choose Edit.
3. Select Add this report to a group, then choose an existing report group, or Add new.
4. The report you added uses the schedule and email information set for the group chosen. If the group doesn't have a schedule yet, you can set the schedule and email information for the group.

 

To set a schedule and email information for a memorised report or group:


If you want to send more than one report by email at the same time and to the same people, you can add the reports to a group. Once the reports are in the same group, you can send it by email on a recurring schedule.

 

Note: This feature is not available on QuickBooks Online Simple Start.


1. Go to Reports, then select Custom Reports.
2. Find the report group you wish to schedule, then select Edit in the Action column.
3. Turn on Set email schedule. (Note: If the report is a member of a group, the report will follow the schedule set for the group. If you don't want to send a report that is a part of a group, you will need to remove it from the group.)
4. Set the email recurrence. (Tip: To set a quarterly schedule, choose Monthly and Every 3 months for the interval. For Monthly and Twice a month, you can't choose the 29th, 30th, or 31st day of the month because these days are not in every month. However, you can choose the Last day of the month.)
5. Enter the following email information for sending the report or group of reports:
From: This is the address from your User ID. If it's incorrect you can change it by selecting the Incorrect? link.
To: Enter the recipient's email ([email address removed]). For more than one, separate them with commas. Don't include any spaces. Select Format? for an example.
Cc: (Optional) Enter addresses, if any, to receive copies.
Subject: Initially it has the name of the report. You can change it.
Note: (Optional) The report or group of reports follows the note and is included as an attachment.
6. If you want to send the report or group of reports as an Excel file, select the box next to Attach the report(s) as an Excel file. Otherwise, the report(s) is sent in HTML format.
7. Select Save and close.

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Sherim
Level 1
‎January 19, 2024 03:37 AM

Sending customise report group to clients automatically

When scheduling a report group to email, I cannot check the box "Attach as an excel file" or it will not save.

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Rasa-LilaM
QuickBooks Team
QuickBooks Team
‎January 19, 2024 05:24 AM

Sending customise report group to clients automatically

Thank you for following this thread, Sherim.

 

It can be challenging when you're unable to mark the checkbox for Attach as an Excel file and it doesn't save. Allow me to assist you in resolving this issue promptly.

 

When you click on a button or a link and nothing occurs, it indicates that pop-up windows are being blocked. Let's adjust your browser settings so that you can save and attach the file in Excel.

 

The process differs from which one you’re currently using. Let me help and walk you through the steps on how to perform this task in Google Chrome.

 

  1. Click the three-dot icon in the upper left to select Settings.
  2. This action will direct you to a page that shows a list of the browser's preferences. 
  3. Head to the Privacy and security menu on the left panel and choose Site setting.
  4. In the Content section, select Pop-ups and redirects to view more options. 
  5. Go to the Allowed to send pop-ups and redirects section. 
  6.  If you prefer to keep pop-ups blocked, add an exception for QuickBooks Online instead:

       a.To the right of Allow, select Add and enter qbo.intuit.com.

       b. Press the Add to keep the changes.

For other browsers, follow the instructions outlined in this article: Why doesn't anything happen when I select a button or link?

 

After setting up everything, you can start attaching the report in Excel. I've attached an article that covers all the processes about keeping the current customisation settings in your report, including the steps to email one: Memorise reports in QuickBooks Online.

 

To make the most of your reports and help you concentrate on the important aspects of your business, we encourage you to thoroughly review each article for comprehensive information:
 

Should you require further assistance in attaching your reports to Excel or if you have any queries about customizing the layout, feel free to get in touch with me. I'm more than happy to help. Have a fantastic rest of the day, Sherim.

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