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Renosuperstore
Level 1

Email a custom report end of day

Hello,

 

I made a custom sales report, and I set the email schedule on "daily" (every 1 day). Instead of receiving the report at the end of the day to show my total sales, it sends it in the morning when sales are 0. Is there a way to set a time for the report to send?

 

Thanks

2 Comments 2
RCV
QuickBooks Team
QuickBooks Team

Email a custom report end of day

Let me provide some information about sending scheduled reports in QuickBooks, @Renosuperstore.

 

There's no specific time as to when QuickBooks sends the email of the scheduled reports. Also, the option to set the time for reports is unavailable. As of now, we can only make changes to the dates that the report will automatically send. If you'll want to send the report real-time, we can manually email the report manually. Here's how: 

  1. Open the report you want to email and click the Email option (envelop icon).
  2. Click the Email button.
  3. Enter the necessary details.
  4. Click Send.

 

Here's an article you can refer to in managing your scheduled reports: Set schedule and email information for a memorized report article for further guidance. Aside from setting an email schedule to your memorized report, you can export it as PDF or Excel. Here's how:

  1. Go to Business overview then select Reports, or go to Reports. Then tap Custom reports.
  2. Find the desired memorized report or group of reports.
  3. Click the Action column dropdown menu, then choose either EditExport as PDF, or Export as Excel.

 

Feel free to browse this link here if you need help with other tasks in managing your reports. It'll route you to our general financial reports topics with articles.

 

I want to hear any updates after manually ending the reports. Also if you have additional questions about memorizing reports, please add a reply below. I'd be happy to assist you further. Take care always. 

gmwood21
Level 1

Email a custom report end of day

Can the send time be changed?

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