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jmilholland
Level 1

Automated Reports

I am looking for a way to automate running reports that can have static filters except the date range and once they are run sent to management via email when they run automatically instead of me going in and running a, for example, Accounts Receivbable Summary report for date MMDDYYYY and then emailing the report to upper management.  What I am wanting to do is automate the process for routine reports that go to management on a daily, weekly or monthly basis and let QB through some kind of memorized process run the report and automatically email it to the recipients.  We use QB Entrerprise version 19.

 

Thanks,

Jack Milholland

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