Set up scheduled reports
Have the reports you rely on generated automatically and emailed to the people who need them.
What you can do here
- Have a report generated automatically on a schedule
- Email each run to up to five people
- See every schedule in one place, with its next run and status
01Open Scheduled Reports
Open Reports
In the left navigation sidebar, open Admin and select Reports.
Select the Scheduled Reports tab
Select the Scheduled Reports tab. It lists every schedule already set up. Each row shows:
- Report Type: the report, with the schedule's name under it.
- Schedule: how often it runs (Daily, Weekly, or Monthly), with the start date and time under it.
- Next Run: when the next report will be generated.
- Recipient: who receives it.
- Status: whether the schedule is active.
- Actions: the three dots for that schedule.
Find a schedule
Type in Search by Report Name, Type to narrow a long list.
02Schedule a report
Select Schedule Report
Select Schedule Report in the top right. The Schedule Report panel opens on the right.
Choose the report
Select the Report Type: Accounts, Transactions, Settlement, Payouts, ACH Credit, Merchant Funding, or Disputes. Report Name is filled in for you; change it if you want something easier to find in the list.
Set the schedule
Choose how often it runs in the Schedule dropdown, set the Time zone (the default is UTC), pick a future Start Date, and set the delivery Time.
Add the recipients
In Add Emails, enter up to 5 email addresses. Each address becomes a chip; select the X on a chip to remove it.
Save it
Select Schedule Report at the bottom of the panel to save, or Cancel to close without saving. The schedule appears in the list with its next run.
Related guides
Your Partner Relationship Manager and our support team can check it with you.