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GeorgiaC
QuickBooks Team

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Hi tracey2972, the steps below show how to schedule an emailed custom report:

 

1. In the Custom reports tab, select the report name to open it.
2. From the More actions dropdown ▼, select Schedule report.
3. Enter a Workflow name.
4. Select a start date, then choose how often you want the report to be sent.
5. Enter the email address you want to send the report to.
6. Fill out a desired Subject and Message.
7. Select Save and enable.

 

After setting this up, you can manage the frequency or turn off the scheduled report from Manage workflows (accessed under the main settings wheel). 

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