Email a report on a schedule

A report you saved can go out by email on its own: every day, every week on a weekday you choose, or every month on a day you choose (or the last day). Each time it's run again, so it has that morning's numbers, and a period like Last month moves on by itself.

Set it up

1. 1Open the report, choose its dates and choices (for example Profit and loss, Last month), and press Save as to save it. See Which report do I need?.
2. 2Go to Reports › [Custom reports](/reports/custom) and press Schedule beside it (only on reports you saved yourself).
3. 3Choose Repeat: Every day, Every week and the day, or Every month and the day (1 to 28, or The last day).
4. 4Type who it goes To (up to 5 addresses), and if you like a Subject and a Note.
5. 5Choose Excel or CSV, and press Save schedule. Custom reports shows when it goes next.

It's sent each morning it's due (around 6 a.m. Eastern), like pressing Email on the report: from "(your business) via TallyPip", in your name, with replies going to your business's email, and the report attached.

Change or stop it

• Press Change schedule on Custom reports to change any of it, or Stop emailing it. The saved report stays.
• Deleting the saved report stops its schedule too.
• Only you see and change the schedules you set up.

If one wasn't sent

• Custom reports shows what went wrong under the schedule (for example, a business email limit for that day), and it tries again next time.
• If you can no longer see reports in this business (your role changed or you left), it stops, and says so.
• The usual email rules apply: a confirmed email address, and a few emails a day at most to the same address.