Scheduled auto report
Having a written business summary generated and emailed on a cadence.
The auto report writes a summary of the business and emails it on a schedule, without anyone opening the app.
Settings
| Setting | Values |
|---|---|
| Enabled | On or off — off by default |
| Frequency | Daily, weekly or monthly — monthly by default |
| Sections | Which parts of the business the report covers |
Nothing is sent until you switch it on. A report can also be sent immediately rather than waiting for the next scheduled run.
Delivery
It arrives by email, so outgoing mail must be configured. See Email and SMTP.
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